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

Stratos Wealth Partners’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	$298K	Buy	2,320 +4	+0.2%	+$528	﹤0.01%	1327
2025 Q4	$293K	Buy	+2,316	New	+$290K	﹤0.01%	1301
2023 Q1	–	Sell	-6,782	Closed	-$582K	–	1200
2022 Q4	$582K	Buy	+6,782	New	+$576K	0.01%	679
2020 Q3	–	Sell	-9,551	Closed	-$491K	–	1053
2020 Q2	$491K	Sell	9,551 -22,889	-71%	-$1.1M	0.02%	596
2020 Q1	$1.33M	Sell	32,440 -1,185	-4%	-$67K	0.06%	273
2019 Q4	$2.18M	Sell	33,625 -3,975	-11%	-$247K	0.09%	228
2019 Q3	$2.24M	Sell	37,600 -621	-2%	-$36.4K	0.1%	223
2019 Q2	$2.33M	Sell	38,221 -261	-0.7%	-$15.6K	0.1%	206
2019 Q1	$2.28M	Buy	38,482 +962	+3%	+$55.9K	0.1%	211
2018 Q4	$1.92M	Buy	37,520 +12,739	+51%	+$726K	0.1%	215
2018 Q3	$1.56M	Buy	24,781 +5,290	+27%	+$335K	0.07%	257
2018 Q2	$1.19M	Buy	19,491 +11,114	+133%	+$673K	0.05%	323
2018 Q1	$494K	Buy	8,377 +1,807	+28%	+$110K	0.02%	556
2017 Q4	$399K	Buy	+6,570	New	+$386K	0.02%	585

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 Partners's RWK Position: Q1 2026 in Review

Stratos Wealth Partners increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.17% in Q1 2026, buying an estimated $528 and bringing the position to 2,320 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Stratos Wealth Partners first reported a position in RWK in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.33M in Q2 2019. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Stratos Wealth Partners held 2,320 shares of Invesco S&P MidCap 400 Revenue ETF worth $298K as of Q1 2026.
Stratos Wealth Partners bought 4 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $528.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1327 holding.
Stratos Wealth Partners first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2017 and has held it in 14 quarters since.
Stratos Wealth Partners's Invesco S&P MidCap 400 Revenue ETF position peaked at $2.33M in Q2 2019.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

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