New Insight Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

New Insight Wealth Advisors’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 Q2	$330K	Sell	2,255 -93	-4%	-$13K	0.1%	97
2026 Q1	$301K	Sell	2,348 -74	-3%	-$9.77K	0.11%	89
2025 Q4	$306K	Hold	2,422	–	–	0.11%	92
2025 Q3	$303K	Hold	2,422	–	–	0.11%	92
2025 Q2	$283K	Sell	2,422 -387	-14%	-$42.4K	0.12%	89
2025 Q1	$303K	Buy	2,809 +722	+35%	+$83.9K	0.14%	78
2024 Q4	$243K	Sell	2,087 -744	-26%	-$88.9K	0.12%	79
2024 Q3	$329K	Sell	2,831 -45	-2%	-$5.06K	0.17%	65
2024 Q2	$316K	Buy	2,876 +700	+32%	+$77.8K	0.19%	61
2024 Q1	$250K	Sell	2,176 -150	-6%	-$16K	0.16%	71
2023 Q4	$244K	Buy	+2,326	New	+$222K	0.16%	68

Other funds holding RWK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

New Insight Wealth Advisors's RWK Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 4% in Q2 2026, selling an estimated $13K and leaving 2,255 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #97.

New Insight Wealth Advisors first reported a position in RWK in Q4 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

New Insight Wealth Advisors held 2,255 shares of Invesco S&P MidCap 400 Revenue ETF worth $330K as of Q2 2026.
New Insight Wealth Advisors sold 93 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $13K.
Invesco S&P MidCap 400 Revenue ETF made up 0.1% of New Insight Wealth Advisors's portfolio in Q2 2026, its #97 holding.
New Insight Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and has held it in 11 quarters since.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.