Seros Financial
RWK icon

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
Q3 		– Sell
-1,391
Closed -$203K – 74
2026
Q2 		$203K Sell
1,391
-2,152
-61% -$301K 0.11% 63
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ipsen Advisor Group
Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marshall & Sterling Wealth Advisors
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Seros Financial's RWK Position: Q3 2026 in Review

Seros Financial sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2026, closing a stake of 1,391 shares — an estimated $203K sold.

Seros Financial first reported a position in RWK in Q4 2024 and held it in 3 quarters. The position peaked at $7.77M in Q4 2024. 57 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

  • Seros Financial reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2026 after selling out during the quarter.
  • Seros Financial sold 1,391 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $203K.
  • Seros Financial first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and held it in 3 quarters.
  • Seros Financial's Invesco S&P MidCap 400 Revenue ETF position peaked at $7.77M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.