Sunbelt Securities’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Sunbelt Securities’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	$110K	Sell	861 -4	-0.5%	-$528	0.01%	807
2025 Q4	$109K	Sell	865 -9	-1%	-$1.13K	0.01%	797
2025 Q3	$109K	Buy	+874	New	+$108K	0.01%	796
2025 Q2	–	Sell	-831	Closed	-$89.7K	–	1880
2025 Q1	$89.7K	Buy	+831	New	+$96.5K	0.01%	759

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

Sunbelt Securities's RWK Position: Q1 2026 in Review

Sunbelt Securities reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.46% in Q1 2026, selling an estimated $528 and leaving 861 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #807.

Sunbelt Securities first reported a position in RWK in Q1 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Sunbelt Securities held 861 shares of Invesco S&P MidCap 400 Revenue ETF worth $110K as of Q1 2026.
Sunbelt Securities sold 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 Sunbelt Securities's portfolio in Q1 2026, its #807 holding.
Sunbelt Securities first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q1 2025 and has held it in 4 quarters since.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.