Nations Financial Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Nations Financial Group’s Portfolio RWK Stock Details RWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$557K	Buy	4,021 +941	+31%	+$138K	0.03%	525
2026 Q2	$450K	Buy	3,080 +131	+4%	+$18.3K	0.02%	562
2026 Q1	$378K	Buy	2,949 +636	+27%	+$84K	0.02%	600
2025 Q4	$293K	Buy	+2,313	New	+$290K	0.02%	636
2024 Q2	–	Sell	-1,767	Closed	-$203K	–	654
2024 Q1	$203K	Sell	1,767 -3,295	-65%	-$351K	0.02%	597
2023 Q4	$532K	Hold	5,062	–	–	0.05%	373
2023 Q3	$475K	Sell	5,062 -300	-6%	-$29.1K	0.05%	378
2023 Q2	$515K	Hold	5,362	–	–	0.05%	380
2023 Q1	$486K	Sell	5,362 -3,750	-41%	-$345K	0.05%	375
2022 Q4	$782K	Hold	9,112	–	–	0.09%	262
2022 Q3	$678K	Sell	9,112 -35	-0.4%	-$2.92K	0.1%	227
2022 Q2	$716K	Hold	9,147	–	–	0.1%	232
2022 Q1	$843K	Hold	9,147	–	–	0.1%	217
2021 Q4	$866K	Sell	9,147 -10	-0.1%	-$924	0.11%	189
2021 Q3	$799K	Hold	9,157	–	–	0.12%	194
2021 Q2	$811K	Hold	9,157	–	–	0.14%	182
2021 Q1	$788K	Hold	9,157	–	–	0.18%	156
2020 Q4	$651K	Hold	9,157	–	–	0.17%	160
2020 Q3	$495K	Sell	9,157 -771	-8%	-$42.1K	0.15%	174
2020 Q2	$511K	Hold	9,928	–	–	0.18%	159
2020 Q1	$408K	Hold	9,928	–	–	0.17%	160
2019 Q4	$645K	Hold	9,928	–	–	0.22%	142
2019 Q3	$606K	Buy	+9,928	New	+$583K	0.22%	142

Other funds holding RWK

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nations Financial Group's RWK Position: Q3 2026 in Review

Nations Financial Group increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 31% in Q3 2026, buying an estimated $138K and bringing the position to 4,021 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #525.

Nations Financial Group first reported a position in RWK in Q3 2019 and has held it in 23 quarters since. The position peaked at $866K in Q4 2021. 74 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

Nations Financial Group held 4,021 shares of Invesco S&P MidCap 400 Revenue ETF worth $557K as of Q3 2026.
Nations Financial Group bought 941 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $138K.
Invesco S&P MidCap 400 Revenue ETF made up 0.03% of Nations Financial Group's portfolio in Q3 2026, its #525 holding.
Nations Financial Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2019 and has held it in 23 quarters since.
Nations Financial Group's Invesco S&P MidCap 400 Revenue ETF position peaked at $866K in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.