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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
Q1 		$115K Hold
900
– – 0.03% 125
2025
Q4 		$114K Buy
+900
New +$113K 0.03% 117

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Wealth Management Group's RWK Position: Q1 2026 in Review

Private Wealth Management Group held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q1 2026 at 900 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #125.

Private Wealth Management Group first reported a position in RWK in Q4 2025 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Private Wealth Management Group held 900 shares of Invesco S&P MidCap 400 Revenue ETF worth $115K as of Q1 2026.
  • Private Wealth Management Group left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q1 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #125 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 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.