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 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 $1.66T 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

New Insight Wealth Advisors's RWK Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 3.1% in Q1 2026, selling an estimated $9.77K and leaving 2,348 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #89.

New Insight Wealth Advisors first reported a position in RWK in Q4 2023 and has held it in 10 quarters since. The position peaked at $329K in Q3 2024. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

New Insight Wealth Advisors held 2,348 shares of Invesco S&P MidCap 400 Revenue ETF worth $301K as of Q1 2026.
New Insight Wealth Advisors sold 74 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $9.77K.
Invesco S&P MidCap 400 Revenue ETF made up 0.11% of New Insight Wealth Advisors's portfolio in Q1 2026, its #89 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 10 quarters since.
New Insight Wealth Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $329K in Q3 2024.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.