United Advisor Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

United Advisor Group’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 Q2	$289K	Hold	1,974	–	–	0.03%	435
2026 Q1	$253K	Sell	1,974 -50	-2%	-$6.6K	0.03%	437
2025 Q4	$256K	Hold	2,024	–	–	0.03%	413
2025 Q3	$253K	Sell	2,024 -83	-4%	-$10.2K	0.03%	398
2025 Q2	$246K	Hold	2,107	–	–	0.04%	348
2025 Q1	$227K	Hold	2,107	–	–	0.05%	321
2024 Q4	$245K	Buy	+2,107	New	+$252K	0.05%	322

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

United Advisor Group's RWK Position: Q2 2026 in Review

United Advisor Group held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q2 2026 at 1,974 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #435.

United Advisor Group first reported a position in RWK in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

United Advisor Group held 1,974 shares of Invesco S&P MidCap 400 Revenue ETF worth $289K as of Q2 2026.
United Advisor Group left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 Revenue ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #435 holding.
United Advisor Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.