Vantage Financial Partners (Wisconsin)’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$1.92M	Sell	15,188 -147	-1%	-$18.4K	0.39%	44
2025 Q3	$1.92M	Sell	15,335 -2,956	-16%	-$364K	0.4%	43
2025 Q2	$2.14M	Buy	18,291 +1,628	+10%	+$178K	0.49%	38
2025 Q1	$1.8M	Buy	16,663 +2,272	+16%	+$264K	0.45%	34
2024 Q4	$1.67M	Buy	14,391 +4,450	+45%	+$532K	0.42%	35
2024 Q3	$1.16M	Buy	9,941 +5,758	+138%	+$648K	0.29%	51
2024 Q2	$459K	Buy	+4,183	New	+$465K	0.12%	91

Other funds holding RWK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s RWK Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.96% in Q4 2025, selling an estimated $18.4K and leaving 15,188 shares worth $1.92M. The position accounts for 0.39% of the portfolio, ranked #44.

Vantage Financial Partners (Wisconsin) first reported a position in RWK in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q2 2025. 128 funds tracked by Wall St. Rank hold RWK as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 15,188 shares of Invesco S&P MidCap 400 Revenue ETF worth $1.92M as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 147 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2025, an estimated $18.4K.
Invesco S&P MidCap 400 Revenue ETF made up 0.39% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #44 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2024 and has held it in 7 quarters since.
Vantage Financial Partners (Wisconsin)'s Invesco S&P MidCap 400 Revenue ETF position peaked at $2.14M in Q2 2025.
128 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.