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

SHP Wealth 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 		– Sell
-16
Closed -$2.05K – 2060
2026
Q1 		$2.05K Buy
+16
New +$2.11K ﹤0.01% 1271

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
Vantagepoint Investment Advisers
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
Bleakley Financial Group
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

SHP Wealth Management's RWK Position: Q2 2026 in Review

SHP Wealth Management sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026, closing a stake of 16 shares — an estimated $2.05K sold.

SHP Wealth Management first reported a position in RWK in Q1 2026 and held it in 1 quarter. The position peaked at $2.05K in Q1 2026. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • SHP Wealth Management reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 16 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $2.05K.
  • SHP Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.05K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.