Twin Peaks Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Twin Peaks Wealth Advisors’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 Q3	–	Sell	-7	Closed	-$844	–	1703
2025 Q2	$844	Buy	+7	New	+$766	﹤0.01%	1806

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Twin Peaks Wealth Advisors's RWK Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q3 2025, closing a stake of 7 shares — an estimated $844 sold.

Twin Peaks Wealth Advisors first reported a position in RWK in Q2 2025 and held it in 1 quarter. The position peaked at $844 in Q2 2025. 117 funds tracked by Wall St. Rank hold RWK as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 7 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2025, an estimated $844.
Twin Peaks Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $844 in Q2 2025.
117 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.