RCM
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Richardson Capital Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Richardson Capital Management’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 		$2.09K Hold
16
– – ﹤0.01% 348
2025
Q4 		$2.06K Hold
16
– – ﹤0.01% 209
2025
Q3 		$2.03K Sell
16
-1
-6% -$123 ﹤0.01% 217
2025
Q2 		$2.01K Hold
17
– – ﹤0.01% 196
2025
Q1 		$1.84K Hold
17
– – ﹤0.01% 212
2024
Q4 		$1.98K Hold
17
– – ﹤0.01% 135
2024
Q3 		$1.98K Hold
17
– – ﹤0.01% 133
2024
Q2 		$1.87K Hold
17
– – ﹤0.01% 174
2024
Q1 		$1.96K Sell
17
-15
-47% -$1.6K ﹤0.01% 138
2023
Q4 		$3.36K Buy
+32
New +$3.05K ﹤0.01% 124

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $501B 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