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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stratos Wealth Advisors's RWK Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 19% in Q1 2026, selling an estimated $64.8K and leaving 2,062 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #511.

Stratos Wealth Advisors first reported a position in RWK in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.18M in Q4 2024. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Stratos Wealth Advisors held 2,062 shares of Invesco S&P MidCap 400 Revenue ETF worth $265K as of Q1 2026.
Stratos Wealth Advisors sold 491 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $64.8K.
Invesco S&P MidCap 400 Revenue ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #511 holding.
Stratos Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2023 and has held it in 13 quarters since.
Stratos Wealth Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $6.18M in Q4 2024.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.