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

Perspective 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	$3.04M	Sell	20,755 -195	-0.9%	-$27.2K	1.67%	17
2026 Q1	$2.69M	Buy	20,950 +1,369	+7%	+$181K	1.74%	17
2025 Q4	$2.48M	Buy	+19,581	New	+$2.45M	1.76%	16

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

Perspective Wealth Advisors's RWK Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.93% in Q2 2026, selling an estimated $27.2K and leaving 20,755 shares worth $3.04M. The position accounts for 1.67% of the portfolio, ranked #17.

Perspective Wealth Advisors first reported a position in RWK in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Perspective Wealth Advisors held 20,755 shares of Invesco S&P MidCap 400 Revenue ETF worth $3.04M as of Q2 2026.
Perspective Wealth Advisors sold 195 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $27.2K.
Invesco S&P MidCap 400 Revenue ETF made up 1.67% of Perspective Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Perspective Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.