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

Resonant Capital 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
Q2 		$25.3M Buy
172,713
+1,783
+1% +$249K 1.21% 24
2026
Q1 		$21.9M Buy
170,930
+6,621
+4% +$874K 1.15% 25
2025
Q4 		$20.8M Buy
164,309
+5,214
+3% +$653K 1.14% 24
2025
Q3 		$19.9M Sell
159,095
-2,651
-2% -$326K 1.16% 23
2025
Q2 		$18.9M Sell
161,746
-791
-0.5% -$86.6K 1.21% 20
2025
Q1 		$17.5M Buy
162,537
+7,829
+5% +$909K 1.22% 20
2024
Q4 		$18M Buy
154,708
+2,979
+2% +$356K 1.31% 17
2024
Q3 		$17.6M Buy
151,729
+5,381
+4% +$605K 1.3% 18
2024
Q2 		$16.1M Buy
146,348
+10,161
+7% +$1.13M 1.3% 19
2024
Q1 		$15.7M Buy
136,187
+6,304
+5% +$671K 1.34% 18
2023
Q4 		$13.6M Buy
129,883
+6,443
+5% +$614K 1.32% 19
2023
Q3 		$11.6M Buy
123,440
+1,566
+1% +$152K 1.24% 20
2023
Q2 		$11.7M Buy
121,874
+32,843
+37% +$2.95M 1.27% 21
2023
Q1 		$8.07M Buy
89,031
+5,204
+6% +$479K 0.92% 29
2022
Q4 		$7.2M Buy
83,827
+3,274
+4% +$278K 0.9% 29
2022
Q3 		$5.99M Buy
80,553
+13,106
+19% +$1.09M 0.91% 27
2022
Q2 		$5.28M Buy
67,447
+51,190
+315% +$4.41M 0.82% 27
2022
Q1 		$1.5M Sell
16,257
-3,564
-18% -$325K 0.22% 87
2021
Q4 		$1.88M Buy
19,821
+3
+0% +$277 0.28% 73
2021
Q3 		$1.73M Sell
19,818
-465
-2% -$41.3K 0.3% 72
2021
Q2 		$1.8M Sell
20,283
-1,880
-8% -$169K 0.35% 69
2021
Q1 		$1.91M Sell
22,163
-25
-0.1% -$1.98K 0.39% 58
2020
Q4 		$1.58M Sell
22,188
-517
-2% -$33.1K 0.37% 60
2020
Q3 		$1.23M Sell
22,705
-1,616
-7% -$88.2K 0.35% 67
2020
Q2 		$1.25M Sell
24,321
-78,678
-76% -$3.79M 0.36% 60
2020
Q1 		$4.23M Sell
102,999
-15,971
-13% -$903K 1.54% 16
2019
Q4 		$7.73M Buy
+118,970
New +$7.4M 2.44% 7

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Resonant Capital Advisors's RWK Position: Q2 2026 in Review

Resonant Capital Advisors increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 1% in Q2 2026, buying an estimated $249K and bringing the position to 172,713 shares worth $25.3M. The position accounts for 1.21% of the portfolio, ranked #24.

Resonant Capital Advisors first reported a position in RWK in Q4 2019 and has held it in 27 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Resonant Capital Advisors held 172,713 shares of Invesco S&P MidCap 400 Revenue ETF worth $25.3M as of Q2 2026.
  • Resonant Capital Advisors bought 1,783 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $249K.
  • Invesco S&P MidCap 400 Revenue ETF made up 1.21% of Resonant Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Resonant Capital Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2019 and has held it in 27 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.