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Trust Company of Vermont’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$116K Hold
921
– – ﹤0.01% 432
2025
Q3 		$115K Sell
921
-82
-8% -$10.1K 0.01% 425
2025
Q2 		$117K Buy
+1,003
New +$110K 0.01% 406

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Trust Company of Vermont's RWK Position: Q4 2025 in Review

Trust Company of Vermont held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q4 2025 at 921 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Trust Company of Vermont first reported a position in RWK in Q2 2025 and has held it in 3 quarters since. The position peaked at $117K in Q2 2025. 127 funds tracked by Wall St. Rank hold RWK as of Q4 2025.

  • Trust Company of Vermont held 921 shares of Invesco S&P MidCap 400 Revenue ETF worth $116K as of Q4 2025.
  • Trust Company of Vermont left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q4 2025.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #432 holding.
  • Trust Company of Vermont first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2025 and has held it in 3 quarters since.
  • Trust Company of Vermont's Invesco S&P MidCap 400 Revenue ETF position peaked at $117K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.