Private Wealth Management Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Private Wealth Management Group’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	$132K	Hold	900	–	–	0.03%	143
2026 Q1	$115K	Hold	900	–	–	0.03%	125
2025 Q4	$114K	Buy	+900	New	+$113K	0.03%	117

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

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

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

Private Wealth Management Group's RWK Position: Q2 2026 in Review

Private Wealth Management Group held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 900 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #143.

Private Wealth Management Group first reported a position in RWK in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Private Wealth Management Group held 900 shares of Invesco S&P MidCap 400 Revenue ETF worth $132K as of Q2 2026.
Private Wealth Management Group left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #143 holding.
Private Wealth Management Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.