Truist Financial
RWK icon

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

Truist Financial’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 		$2.06M Sell
16,046
-272
-2% -$35.9K ﹤0.01% 1309
2025
Q4 		$2.06M Sell
16,318
-334
-2% -$41.9K ﹤0.01% 1268
2025
Q3 		$2.08M Sell
16,652
-327
-2% -$40.3K ﹤0.01% 1314
2025
Q2 		$1.98M Sell
16,979
-155
-0.9% -$17K ﹤0.01% 1282
2025
Q1 		$1.85M Buy
17,134
+112
+0.7% +$13K ﹤0.01% 1266
2024
Q4 		$1.98M Sell
17,022
-127
-0.7% -$15.2K ﹤0.01% 1238
2024
Q3 		$1.99M Sell
17,149
-121
-0.7% -$13.6K ﹤0.01% 1230
2024
Q2 		$1.9M Buy
17,270
+5,829
+51% +$648K ﹤0.01% 1296
2024
Q1 		$1.32M Buy
11,441
+2,900
+34% +$309K ﹤0.01% 1482
2023
Q4 		$897K Hold
8,541
– – ﹤0.01% 1656
2023
Q3 		$801K Hold
8,541
– – ﹤0.01% 1666
2023
Q2 		$820K Hold
8,541
– – ﹤0.01% 1677
2023
Q1 		$774K Hold
8,541
– – ﹤0.01% 1700
2022
Q4 		$733K Hold
8,541
– – ﹤0.01% 1716
2022
Q3 		$635K Buy
8,541
+1,622
+23% +$135K ﹤0.01% 1704
2022
Q2 		$542K Buy
6,919
+1,132
+20% +$97.5K ﹤0.01% 1862
2022
Q1 		$534K Sell
5,787
-58
-1% -$5.28K ﹤0.01% 1972
2021
Q4 		$553K Sell
5,845
-24,469
-81% -$2.26M ﹤0.01% 1954
2021
Q3 		$2.64M Sell
30,314
-6,268
-17% -$557K ﹤0.01% 1142
2021
Q2 		$3.24M Buy
36,582
+2,344
+7% +$210K 0.01% 1064
2021
Q1 		$2.94M Buy
34,238
+28,451
+492% +$2.25M 0.01% 1063
2020
Q4 		$412K Buy
+5,787
New +$370K ﹤0.01% 1959

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial's RWK Position: Q1 2026 in Review

Truist Financial reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 1.7% in Q1 2026, selling an estimated $35.9K and leaving 16,046 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Truist Financial first reported a position in RWK in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.24M in Q2 2021. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Truist Financial held 16,046 shares of Invesco S&P MidCap 400 Revenue ETF worth $2.06M as of Q1 2026.
  • Truist Financial sold 272 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $35.9K.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1309 holding.
  • Truist Financial first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2020 and has held it in 22 quarters since.
  • Truist Financial's Invesco S&P MidCap 400 Revenue ETF position peaked at $3.24M in Q2 2021.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.