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Principal Securities’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-325
Closed -$40.6K – 3100
2025
Q3 		$40.6K Hold
325
– – ﹤0.01% 2056
2025
Q2 		$38K Sell
325
-12
-4% -$1.31K ﹤0.01% 2011
2025
Q1 		$39.2K Hold
337
– – ﹤0.01% 1861
2024
Q4 		$39.2K Sell
337
-31
-8% -$3.7K ﹤0.01% 1857
2024
Q3 		$42.8K Sell
368
-28
-7% -$3.15K ﹤0.01% 1761
2024
Q2 		$43.5K Buy
396
+138
+53% +$15.3K ﹤0.01% 1685
2024
Q1 		$29.7K Buy
258
+87
+51% +$9.26K ﹤0.01% 1811
2023
Q4 		$18K Buy
+171
New +$16.3K ﹤0.01% 1982

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return