Stonebridge Financial Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Stonebridge Financial Group’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	$452K	Buy	+3,095	New	+$432K	0.06%	180

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

VIA

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

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

BFG

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Stonebridge Financial Group's RWK Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026: 3,095 shares worth $452K. The stake represents 0.06% of the portfolio and ranks #180 among its holdings.

131 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Stonebridge Financial Group held 3,095 shares of Invesco S&P MidCap 400 Revenue ETF worth $452K as of Q2 2026.
Invesco S&P MidCap 400 Revenue ETF was a new Stonebridge Financial Group position in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.06% of Stonebridge Financial Group's portfolio in Q2 2026, its #180 holding.
131 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.