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

SignatureFD’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
2025
Q2 		– Sell
-68
Closed -$7.36K – 3402
2025
Q1 		$7.36K Sell
68
-16
-19% -$1.86K ﹤0.01% 2471
2024
Q4 		$9.77K Hold
84
– – ﹤0.01% 2372
2024
Q3 		$9.77K Sell
84
-18
-18% -$2.02K ﹤0.01% 2345
2024
Q2 		$11.2K Hold
102
– – ﹤0.01% 2222
2024
Q1 		$11.7K Hold
102
– – ﹤0.01% 2242
2023
Q4 		$10.7K Buy
+102
New +$9.72K ﹤0.01% 2231

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SignatureFD's RWK Position: Q2 2025 in Review

SignatureFD sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2025, closing a stake of 68 shares — an estimated $7.36K sold.

SignatureFD first reported a position in RWK in Q4 2023 and held it in 6 quarters. The position peaked at $11.7K in Q1 2024. 120 funds tracked by Wall St. Rank hold RWK as of Q2 2025.

  • SignatureFD reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • SignatureFD sold 68 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2025, an estimated $7.36K.
  • SignatureFD first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2023 and held it in 6 quarters.
  • SignatureFD's Invesco S&P MidCap 400 Revenue ETF position peaked at $11.7K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.