Spire Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Spire 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 Q3	$11.8K	Sell	85 -1	-1%	-$147	﹤0.01%	1559
2026 Q2	$12.5K	Hold	86	–	–	﹤0.01%	1581
2026 Q1	$11K	Hold	86	–	–	﹤0.01%	1589
2025 Q4	$10.8K	Hold	86	–	–	﹤0.01%	1679
2025 Q3	$10.7K	Hold	86	–	–	﹤0.01%	1724
2025 Q2	$10K	Sell	86 -122	-59%	-$13.4K	﹤0.01%	1720
2025 Q1	$22.4K	Hold	208	–	–	﹤0.01%	1576
2024 Q4	$24.1K	Hold	208	–	–	﹤0.01%	1556
2024 Q3	$24.1K	Hold	208	–	–	﹤0.01%	1382
2024 Q2	$22.8K	Sell	208 -54	-21%	-$6K	﹤0.01%	1402
2024 Q1	$30.1K	Sell	262 -17	-6%	-$1.81K	﹤0.01%	1390
2023 Q4	$28.6K	Buy	279 +54	+24%	+$5.14K	﹤0.01%	1406
2023 Q3	$21.1K	Hold	225	–	–	﹤0.01%	1482
2023 Q2	$21.6K	Sell	225 -85	-27%	-$7.63K	﹤0.01%	1567
2023 Q1	$28.1K	Buy	310 +95	+44%	+$8.75K	﹤0.01%	1471
2022 Q4	$18K	Hold	215	–	–	﹤0.01%	1413
2022 Q3	$16K	Sell	215 -198	-48%	-$16.5K	﹤0.01%	1421
2022 Q2	$32K	Sell	413 -782	-65%	-$67.3K	﹤0.01%	1481
2022 Q1	$110K	Buy	1,195 +66	+6%	+$6.01K	﹤0.01%	1130
2021 Q4	$107K	Sell	1,129 -155	-12%	-$14.3K	﹤0.01%	1378
2021 Q3	$112K	Sell	1,284 -25,546	-95%	-$2.27M	﹤0.01%	1153
2021 Q2	$2.38M	Buy	+26,830	New	+$2.4M	0.06%	262

Other funds holding RWK

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Spire Wealth Management's RWK Position: Q3 2026 in Review

Spire Wealth Management reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 1.2% in Q3 2026, selling an estimated $147 and leaving 85 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Spire Wealth Management first reported a position in RWK in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.38M in Q2 2021. 70 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

Spire Wealth Management held 85 shares of Invesco S&P MidCap 400 Revenue ETF worth $11.8K as of Q3 2026.
Spire Wealth Management sold 1 Invesco S&P MidCap 400 Revenue ETF share in Q3 2026, an estimated $147.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1559 holding.
Spire Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2021 and has held it in 22 quarters since.
Spire Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.38M in Q2 2021.
70 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.