Silver Oak Securities’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Silver Oak Securities’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	$930K	Buy	6,357 +670	+12%	+$93.6K	0.06%	312
2026 Q1	$729K	Buy	5,687 +631	+12%	+$83.3K	0.05%	331
2025 Q4	$646K	Buy	5,056 +2,814	+126%	+$353K	0.04%	391
2025 Q3	$280K	Sell	2,242 -153	-6%	-$18.8K	0.02%	603
2025 Q2	$280K	Sell	2,395 -82	-3%	-$8.97K	0.02%	555
2025 Q1	$267K	Buy	+2,477	New	+$288K	0.02%	535

Other funds holding RWK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Silver Oak Securities's RWK Position: Q2 2026 in Review

Silver Oak Securities increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 12% in Q2 2026, buying an estimated $93.6K and bringing the position to 6,357 shares worth $930K. The position accounts for 0.06% of the portfolio, ranked #312.

Silver Oak Securities first reported a position in RWK in Q1 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Silver Oak Securities held 6,357 shares of Invesco S&P MidCap 400 Revenue ETF worth $930K as of Q2 2026.
Silver Oak Securities bought 670 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $93.6K.
Invesco S&P MidCap 400 Revenue ETF made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #312 holding.
Silver Oak Securities first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.