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

PSI 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
2025
Q2 		– Sell
-588
Closed -$63.4K – 570
2025
Q1 		$63.4K Sell
588
-321
-35% -$37.3K 0.02% 213
2024
Q4 		$106K Buy
909
+396
+77% +$47.3K 0.03% 180
2024
Q3 		$59.7K Buy
+513
New +$57.7K 0.02% 252
2024
Q1 		– Sell
-220
Closed -$23.1K – 852
2023
Q4 		$23.1K Buy
+220
New +$21K 0.01% 383

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PSI Advisors's RWK Position: Q2 2025 in Review

PSI Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2025, closing a stake of 588 shares — an estimated $63.4K sold.

PSI Advisors first reported a position in RWK in Q4 2023 and held it in 4 quarters. The position peaked at $106K in Q4 2024. 120 funds tracked by Wall St. Rank hold RWK as of Q2 2025.

  • PSI Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 588 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2025, an estimated $63.4K.
  • PSI Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and held it in 4 quarters.
  • PSI Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $106K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.