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

Prism 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 Q3	$1M	Sell	7,081 -182	-3%	-$26.8K	0.25%	52
2026 Q2	$1.06M	Sell	7,263 -61	-0.8%	-$8.52K	0.26%	49
2026 Q1	$939K	Sell	7,324 -146	-2%	-$19.3K	0.25%	48
2025 Q4	$945K	Sell	7,470 -5,352	-42%	-$671K	0.25%	48
2025 Q3	$1.6M	Sell	12,822 -123,580	-91%	-$15.2M	0.43%	39
2025 Q2	$15.9M	Sell	136,402 -46,861	-26%	-$5.13M	4.54%	6
2025 Q1	$19.8M	Sell	183,263 -3,983	-2%	-$463K	6.08%	6
2024 Q4	$21.8M	Buy	187,246 +35,080	+23%	+$4.19M	6.52%	4
2024 Q3	$17.7M	Buy	+152,166	New	+$17.1M	5.06%	6

Other funds holding RWK

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Prism Advisors's RWK Position: Q3 2026 in Review

Prism Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 2.5% in Q3 2026, selling an estimated $26.8K and leaving 7,081 shares worth $1M. The position accounts for 0.25% of the portfolio, ranked #52.

Prism Advisors first reported a position in RWK in Q3 2024 and has held it in 9 quarters since. The position peaked at $21.8M in Q4 2024. 10 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

Prism Advisors held 7,081 shares of Invesco S&P MidCap 400 Revenue ETF worth $1M as of Q3 2026.
Prism Advisors sold 182 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $26.8K.
Invesco S&P MidCap 400 Revenue ETF made up 0.25% of Prism Advisors's portfolio in Q3 2026, its #52 holding.
Prism Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2024 and has held it in 9 quarters since.
Prism Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $21.8M in Q4 2024.
10 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.