SOS
RWK icon

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Silver Oak Securities's RWK Position: Q1 2026 in Review

Silver Oak Securities increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 12% in Q1 2026, buying an estimated $83.3K and bringing the position to 5,687 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #331.

Silver Oak Securities first reported a position in RWK in Q1 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Silver Oak Securities held 5,687 shares of Invesco S&P MidCap 400 Revenue ETF worth $729K as of Q1 2026.
  • Silver Oak Securities bought 631 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $83.3K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.05% of Silver Oak Securities's portfolio in Q1 2026, its #331 holding.
  • Silver Oak Securities first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2025 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.