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 Q1	$2.05K	Buy	+16	New	+$2.11K	﹤0.01%	1271

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's RWK Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2026: 16 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings.

138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

SHP Wealth Management held 16 shares of Invesco S&P MidCap 400 Revenue ETF worth $2.05K as of Q1 2026.
Invesco S&P MidCap 400 Revenue ETF was a new SHP Wealth Management position in Q1 2026.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1271 holding.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.