Stratos Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Stratos Wealth Advisors’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	$213K	Sell	1,453 -609	-30%	-$85K	0.01%	601
2026 Q1	$265K	Sell	2,062 -491	-19%	-$64.8K	0.02%	511
2025 Q4	$323K	Sell	2,553 -333	-12%	-$41.7K	0.02%	514
2025 Q3	$361K	Sell	2,886 -397	-12%	-$48.9K	0.02%	514
2025 Q2	$384K	Sell	3,283 -653	-17%	-$71.5K	0.02%	497
2025 Q1	$425K	Sell	3,936 -49,264	-93%	-$5.72M	0.02%	473
2024 Q4	$6.18M	Buy	53,200 +3,242	+6%	+$387K	0.3%	81
2024 Q3	$5.81M	Buy	49,958 +221	+0.4%	+$24.9K	0.27%	89
2024 Q2	$5.46M	Buy	49,737 +2,262	+5%	+$252K	0.27%	89
2024 Q1	$5.46M	Buy	47,475 +2,374	+5%	+$253K	0.32%	77
2023 Q4	$4.74M	Buy	45,101 +684	+2%	+$65.2K	0.27%	110
2023 Q3	$4.17M	Buy	44,417 +2,118	+5%	+$206K	0.27%	101
2023 Q2	$4.06M	Sell	42,299 -1,832	-4%	-$164K	0.29%	98
2023 Q1	$4M	Buy	+44,131	New	+$4.06M	0.31%	95

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Stratos Wealth Advisors's RWK Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 30% in Q2 2026, selling an estimated $85K and leaving 1,453 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #601.

Stratos Wealth Advisors first reported a position in RWK in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.18M in Q4 2024. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Stratos Wealth Advisors held 1,453 shares of Invesco S&P MidCap 400 Revenue ETF worth $213K as of Q2 2026.
Stratos Wealth Advisors sold 609 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $85K.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #601 holding.
Stratos Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2023 and has held it in 14 quarters since.
Stratos Wealth Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $6.18M in Q4 2024.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.