T
RWK icon

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

Tidemark’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 		$112K Sell
876
-47
-5% -$6.21K 0.03% 184
2025
Q4 		$117K Buy
923
+1
+0.1% +$125 0.03% 169
2025
Q3 		$115K Buy
922
+1
+0.1% +$123 0.03% 180
2025
Q2 		$108K Sell
921
-69
-7% -$7.55K 0.03% 173
2025
Q1 		$107K Sell
990
-57
-5% -$6.62K 0.04% 166
2024
Q4 		$122K Buy
1,047
+2
+0.2% +$239 0.05% 158
2024
Q3 		$122K Buy
1,045
+2
+0.2% +$225 0.05% 147
2024
Q2 		$115K Sell
1,043
-375
-26% -$41.7K 0.05% 143
2024
Q1 		$163K Buy
1,418
+18
+1% +$1.92K 0.09% 136
2023
Q4 		$147K Buy
+1,400
New +$133K 0.09% 128

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return