Signature Estate & Investment Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Signature Estate & Investment Advisors’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	$831K	Buy	5,682 +11	+0.2%	+$1.54K	0.02%	321
2026 Q1	$727K	Buy	5,671 +3	+0.1%	+$396	0.01%	345
2025 Q4	$717K	Buy	5,668 +14	+0.2%	+$1.75K	0.01%	321
2025 Q3	$707K	Buy	5,654 +15	+0.3%	+$1.85K	0.02%	311
2025 Q2	$659K	Buy	5,639 +21	+0.4%	+$2.3K	0.02%	302
2025 Q1	$606K	Buy	5,618 +18	+0.3%	+$2.09K	0.02%	302
2024 Q4	$651K	Buy	5,600 +83	+2%	+$9.91K	0.02%	284
2024 Q3	$642K	Buy	5,517 +149	+3%	+$16.8K	0.01%	276
2024 Q2	$589K	Buy	+5,368	New	+$597K	0.01%	271

Other funds holding RWK

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Signature Estate & Investment Advisors's RWK Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.19% in Q2 2026, buying an estimated $1.54K and bringing the position to 5,682 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #321.

Signature Estate & Investment Advisors first reported a position in RWK in Q2 2024 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Signature Estate & Investment Advisors held 5,682 shares of Invesco S&P MidCap 400 Revenue ETF worth $831K as of Q2 2026.
Signature Estate & Investment Advisors bought 11 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $1.54K.
Invesco S&P MidCap 400 Revenue ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #321 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
78 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.