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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
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

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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth's RWK Position: Q2 2026 in Review

RVW Wealth increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 9.2% in Q2 2026, buying an estimated $1.52M and bringing the position to 128,463 shares worth $18.8M. The position accounts for 1.24% of the portfolio, ranked #24.

RVW Wealth first reported a position in RWK in Q1 2020 and has held it in 26 quarters since. The position peaked at $34.6M in Q4 2021. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • RVW Wealth held 128,463 shares of Invesco S&P MidCap 400 Revenue ETF worth $18.8M as of Q2 2026.
  • RVW Wealth bought 10,876 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $1.52M.
  • Invesco S&P MidCap 400 Revenue ETF made up 1.24% of RVW Wealth's portfolio in Q2 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 26 quarters since.
  • RVW Wealth's Invesco S&P MidCap 400 Revenue ETF position peaked at $34.6M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.