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Vantagepoint Investment Advisers’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Vantagepoint Investment Advisers’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 		$68.7M Sell
535,439
-5,145
-1% -$679K 0.58% 48
2025
Q4 		$68.4M Buy
540,584
+23,259
+4% +$2.92M 0.55% 49
2025
Q3 		$64.7M Buy
+517,325
New +$63.7M 0.53% 49

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vantagepoint Investment Advisers's RWK Position: Q1 2026 in Review

Vantagepoint Investment Advisers reduced its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.95% in Q1 2026, selling an estimated $679K and leaving 535,439 shares worth $68.7M. The position accounts for 0.58% of the portfolio, ranked #48.

Vantagepoint Investment Advisers first reported a position in RWK in Q3 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Vantagepoint Investment Advisers held 535,439 shares of Invesco S&P MidCap 400 Revenue ETF worth $68.7M as of Q1 2026.
  • Vantagepoint Investment Advisers sold 5,145 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $679K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.58% of Vantagepoint Investment Advisers's portfolio in Q1 2026, its #48 holding.
  • Vantagepoint Investment Advisers first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q1 2026, filed 11 May 2026.