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

Physician 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	$528	Hold	4	–	–	﹤0.01%	1905
2025 Q4	$519	Hold	4	–	–	﹤0.01%	1867
2025 Q3	$512	Hold	4	–	–	﹤0.01%	1799
2025 Q2	$477	Hold	4	–	–	﹤0.01%	1729
2025 Q1	$438	Hold	4	–	–	﹤0.01%	1376
2024 Q4	$471	Buy	+4	New	+$478	﹤0.01%	1100

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

Physician Wealth Advisors's RWK Position: Q1 2026 in Review

Physician Wealth Advisors held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q1 2026 at 4 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Physician Wealth Advisors first reported a position in RWK in Q4 2024 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Physician Wealth Advisors held 4 shares of Invesco S&P MidCap 400 Revenue ETF worth $528 as of Q1 2026.
Physician Wealth Advisors left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1905 holding.
Physician Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.