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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nations Financial Group's RWK Position: Q1 2026 in Review

Nations Financial Group increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 27% in Q1 2026, buying an estimated $84K and bringing the position to 2,949 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #600.

Nations Financial Group first reported a position in RWK in Q3 2019 and has held it in 21 quarters since. The position peaked at $866K in Q4 2021. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Nations Financial Group held 2,949 shares of Invesco S&P MidCap 400 Revenue ETF worth $378K as of Q1 2026.
Nations Financial Group bought 636 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $84K.
Invesco S&P MidCap 400 Revenue ETF made up 0.02% of Nations Financial Group's portfolio in Q1 2026, its #600 holding.
Nations Financial Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2019 and has held it in 21 quarters since.
Nations Financial Group's Invesco S&P MidCap 400 Revenue ETF position peaked at $866K in Q4 2021.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.