WA
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Waverly Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Waverly 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
2026
Q1 		$1.58M Buy
12,327
+1,152
+10% +$152K 0.01% 691
2025
Q4 		$1.41M Buy
11,175
+478
+4% +$59.9K 0.01% 661
2025
Q3 		$1.34M Buy
10,697
+783
+8% +$96.4K 0.01% 579
2025
Q2 		$1.16M Buy
9,914
+243
+3% +$26.6K 0.01% 586
2025
Q1 		$1.04M Buy
9,671
+420
+5% +$48.8K 0.01% 592
2024
Q4 		$1.08M Buy
+9,251
New +$1.1M 0.02% 496

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
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 $501B 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