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RVW Wealth’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

RVW Wealth’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
Q3 		$17.7M Sell
128,109
-354
-0.3% -$52.1K 1.14% 24
2026
Q2 		$18.8M Buy
128,463
+10,876
+9% +$1.52M 1.24% 24
2026
Q1 		$15.1M Sell
117,587
-12,640
-10% -$1.67M 1.17% 24
2025
Q4 		$16.5M Sell
130,227
-6,212
-5% -$779K 1.26% 24
2025
Q3 		$17.1M Sell
136,439
-1,040
-0.8% -$128K 1.33% 24
2025
Q2 		$16.1M Sell
137,479
-241
-0.2% -$26.4K 1.36% 23
2025
Q1 		$14.9M Sell
137,720
-5,672
-4% -$659K 1.4% 23
2024
Q4 		$16.7M Sell
143,392
-11,149
-7% -$1.33M 1.55% 24
2024
Q3 		$18M Sell
154,541
-1,501
-1% -$169K 1.67% 25
2024
Q2 		$17.1M Sell
156,042
-12,412
-7% -$1.38M 1.71% 25
2024
Q1 		$19.4M Sell
168,454
-4,610
-3% -$491K 1.99% 17
2023
Q4 		$18.2M Sell
173,064
-15,461
-8% -$1.47M 2% 18
2023
Q3 		$17.7M Sell
188,525
-3,507
-2% -$341K 2.13% 16
2023
Q2 		$18.4M Sell
192,032
-10,001
-5% -$897K 2.18% 19
2023
Q1 		$18.3M Sell
202,033
-35,507
-15% -$3.27M 2.27% 18
2022
Q4 		$20.4M Sell
237,540
-103,379
-30% -$8.78M 2.6% 12
2022
Q3 		$25.4M Sell
340,919
-30,430
-8% -$2.53M 3.56% 5
2022
Q2 		$29.1M Buy
371,349
+4,626
+1% +$398K 3.9% 5
2022
Q1 		$33.8M Buy
366,723
+1,588
+0.4% +$145K 3.9% 6
2021
Q4 		$34.6M Sell
365,135
-1,891
-0.5% -$175K 3.86% 6
2021
Q3 		$32M Buy
367,026
+1,211
+0.3% +$108K 3.85% 6
2021
Q2 		$32M Buy
365,815
+3,356
+0.9% +$301K 4% 7
2021
Q1 		$31M Buy
362,459
+10,071
+3% +$796K 4.05% 4
2020
Q4 		$25M Buy
352,388
+3,614
+1% +$231K 3.67% 6
2020
Q3 		$18.8M Buy
348,774
+2,015
+0.6% +$110K 3.18% 11
2020
Q2 		$17.8M Sell
346,759
-54,436
-14% -$2.62M 3.26% 8
2020
Q1 		$16.5M Buy
+401,195
New +$22.7M 3.85% 6

Other funds holding RWK

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

RVW Wealth's RWK Position: Q3 2026 in Review

RVW Wealth reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.28% in Q3 2026, selling an estimated $52.1K and leaving 128,109 shares worth $17.7M. The position accounts for 1.14% of the portfolio, ranked #24.

RVW Wealth first reported a position in RWK in Q1 2020 and has held it in 27 quarters since. The position peaked at $34.6M in Q4 2021. 10 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

  • RVW Wealth held 128,109 shares of Invesco S&P MidCap 400 Revenue ETF worth $17.7M as of Q3 2026.
  • RVW Wealth sold 354 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $52.1K.
  • Invesco S&P MidCap 400 Revenue ETF made up 1.14% of RVW Wealth's portfolio in Q3 2026, its #24 holding.
  • RVW Wealth first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2020 and has held it in 27 quarters since.
  • RVW Wealth's Invesco S&P MidCap 400 Revenue ETF position peaked at $34.6M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.