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 Q2	$2.39K	Hold	16	–	–	﹤0.01%	232
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 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

VIA

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

BFG

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

Richardson Capital Management's RWK Position: Q2 2026 in Review

Richardson Capital Management held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 16 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Richardson Capital Management first reported a position in RWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36K in Q4 2023. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Richardson Capital Management held 16 shares of Invesco S&P MidCap 400 Revenue ETF worth $2.39K as of Q2 2026.
Richardson Capital Management left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #232 holding.
Richardson Capital Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $3.36K in Q4 2023.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.