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Seros Financial’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Seros Financial’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 		$454K Buy
+3,543
New +$468K 0.29% 32
2025
Q1 		– Sell
-70,738
Closed -$7.77M – 62
2024
Q4 		$7.77M Buy
+70,738
New +$8.45M 6.99% 5

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $530B 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 $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seros Financial's RWK Position: Q1 2026 in Review

Seros Financial opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2026: 3,543 shares worth $454K. The stake represents 0.29% of the portfolio and ranks #32 among its holdings. This is a return to the name: Seros Financial previously reported a position in RWK as recently as Q4 2024.

Seros Financial first reported a position in RWK in Q4 2024 and has held it in 2 quarters since. The position peaked at $7.77M in Q4 2024. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Seros Financial held 3,543 shares of Invesco S&P MidCap 400 Revenue ETF worth $454K as of Q1 2026.
  • Invesco S&P MidCap 400 Revenue ETF was a new Seros Financial position in Q1 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.29% of Seros Financial's portfolio in Q1 2026, its #32 holding.
  • Seros Financial first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 2 quarters since.
  • Seros Financial's Invesco S&P MidCap 400 Revenue ETF position peaked at $7.77M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Seros Financial's 13F filing for Q1 2026, filed 5 May 2026.