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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
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

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's RWK Position: Q2 2026 in Review

Spire Wealth Management held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 86 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Spire Wealth Management first reported a position in RWK in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.38M in Q2 2021. 13 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Spire Wealth Management held 86 shares of Invesco S&P MidCap 400 Revenue ETF worth $12.5K as of Q2 2026.
  • Spire Wealth Management left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1581 holding.
  • Spire Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.38M in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.