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Steward Partners Investment Advisory’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Steward Partners Investment Advisory’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 		$1.11M Buy
8,630
+742
+9% +$98K 0.01% 1115
2025
Q4 		$998K Buy
7,888
+301
+4% +$37.7K 0.01% 1072
2025
Q3 		$948K Buy
7,587
+523
+7% +$64.4K 0.01% 1071
2025
Q2 		$826K Buy
7,064
+145
+2% +$15.9K 0.01% 1067
2025
Q1 		$746K Buy
6,919
+217
+3% +$25.2K 0.01% 1032
2024
Q4 		$779K Buy
6,702
+415
+7% +$49.6K 0.01% 962
2024
Q3 		$731K Buy
6,287
+199
+3% +$22.4K 0.01% 964
2024
Q2 		$668K Buy
6,088
+1,701
+39% +$189K 0.01% 942
2024
Q1 		$505K Buy
4,387
+889
+25% +$94.6K 0.01% 1058
2023
Q4 		$367K Buy
3,498
+176
+5% +$16.8K 0.01% 1130
2023
Q3 		$312K Buy
3,322
+432
+15% +$42K ﹤0.01% 1109
2023
Q2 		$278K Sell
2,890
-84
-3% -$7.54K ﹤0.01% 1151
2023
Q1 		$269K Buy
2,974
+1,599
+116% +$147K ﹤0.01% 1154
2022
Q4 		$118K Hold
1,375
– – ﹤0.01% 1483
2022
Q3 		$102K Buy
1,375
+130
+10% +$10.8K ﹤0.01% 1491
2022
Q2 		$97K Sell
1,245
-305
-20% -$26.3K ﹤0.01% 1506
2022
Q1 		$143K Hold
1,550
– – ﹤0.01% 1445
2021
Q4 		$147K Buy
1,550
+40
+3% +$3.69K ﹤0.01% 1434
2021
Q3 		$132K Hold
1,510
– – ﹤0.01% 1441
2021
Q2 		$134K Hold
1,510
– – ﹤0.01% 1874
2021
Q1 		$130K Hold
1,510
– – ﹤0.01% 1492
2020
Q4 		$107K Hold
1,510
– – ﹤0.01% 1332
2020
Q3 		$82K Buy
1,510
+45
+3% +$2.46K ﹤0.01% 1295
2020
Q2 		$75K Sell
1,465
-500
-25% -$24.1K ﹤0.01% 1263
2020
Q1 		$80K Sell
1,965
-3,500
-64% -$198K ﹤0.01% 1080
2019
Q4 		$354K Sell
5,465
-175
-3% -$10.9K 0.01% 716
2019
Q3 		$335K Buy
5,640
+3,515
+165% +$206K 0.01% 695
2019
Q2 		$129K Buy
+2,125
New +$127K ﹤0.01% 955
2018
Q4 		– Sell
-2,245
Closed -$141K – 1875
2018
Q3 		$141K Buy
2,245
+1,745
+349% +$110K 0.01% 815
2018
Q2 		$31K Buy
500
+100
+25% +$6.05K ﹤0.01% 1287
2018
Q1 		$23K Hold
400
– – ﹤0.01% 1285
2017
Q4 		$24K Hold
400
– – ﹤0.01% 1058
2017
Q3 		$23K Buy
+400
New +$22.4K ﹤0.01% 907

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

Steward Partners Investment Advisory's RWK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 9.4% in Q1 2026, buying an estimated $98K and bringing the position to 8,630 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1115.

Steward Partners Investment Advisory first reported a position in RWK in Q3 2017 and has held it in 33 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Steward Partners Investment Advisory held 8,630 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.11M as of Q1 2026.
  • Steward Partners Investment Advisory bought 742 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $98K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1115 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2017 and has held it in 33 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.