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NewEdge Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

NewEdge 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 		$1.31M Buy
8,967
+437
+5% +$61K ﹤0.01% 1489
2026
Q1 		$1.09M Sell
8,530
-2,387
-22% -$315K ﹤0.01% 1451
2025
Q4 		$1.38M Buy
10,917
+144
+1% +$18K 0.01% 1280
2025
Q3 		$1.35M Sell
10,773
-1,136
-10% -$140K 0.01% 1229
2025
Q2 		$1.39M Buy
11,909
+1,359
+13% +$149K 0.01% 1106
2025
Q1 		$1.14M Sell
10,550
-481
-4% -$55.9K 0.01% 1115
2024
Q4 		$1.28M Sell
11,031
-322
-3% -$38.5K 0.01% 1042
2024
Q3 		$1.32M Buy
11,353
+357
+3% +$40.1K 0.01% 975
2024
Q2 		$1.21M Buy
10,996
+558
+5% +$62K 0.01% 981
2024
Q1 		$1.2M Buy
10,438
+71
+0.7% +$7.55K 0.01% 910
2023
Q4 		$1.07M Sell
10,367
-157
-1% -$15K 0.01% 900
2023
Q3 		$987K Sell
10,524
-71
-0.7% -$6.9K 0.01% 866
2023
Q2 		$1.02M Sell
10,595
-1,812
-15% -$163K 0.01% 861
2023
Q1 		$1.12M Sell
12,407
-560
-4% -$51.6K 0.01% 741
2022
Q4 		$1.11M Buy
12,967
+657
+5% +$55.8K 0.03% 480
2022
Q3 		$916K Buy
12,310
+209
+2% +$17.4K 0.02% 675
2022
Q2 		$947K Sell
12,101
-336
-3% -$28.9K 0.02% 688
2022
Q1 		$1.15M Sell
12,437
-260
-2% -$23.7K 0.02% 601
2021
Q4 		$1.2M Buy
12,697
+977
+8% +$90.2K 0.02% 639
2021
Q3 		$1.02M Sell
11,720
-103
-0.9% -$9.14K 0.03% 518
2021
Q2 		$1.05M Sell
11,823
-104
-0.9% -$9.32K 0.03% 487
2021
Q1 		$1.03M Sell
11,927
-577
-5% -$45.6K 0.03% 449
2020
Q4 		$890K Buy
12,504
+6
+0% +$384 0.03% 442
2020
Q3 		$675K Buy
12,498
+1,084
+9% +$59.1K 0.02% 482
2020
Q2 		$587K Buy
+11,414
New +$550K 0.02% 494

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors's RWK Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 5.1% in Q2 2026, buying an estimated $61K and bringing the position to 8,967 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

NewEdge Advisors first reported a position in RWK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.39M in Q2 2025. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • NewEdge Advisors held 8,967 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.31M as of Q2 2026.
  • NewEdge Advisors bought 437 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $61K.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1489 holding.
  • NewEdge Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2020 and has held it in 25 quarters since.
  • NewEdge Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $1.39M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.