Wealth Enhancement Advisory Services’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$5.84M	Buy	41,267 +2,202	+6%	+$324K	0.01%	1001
2026 Q2	$5.72M	Buy	39,065 +1,465	+4%	+$205K	0.01%	929
2026 Q1	$4.86M	Sell	37,600 -26,687	-42%	-$3.52M	0.01%	913
2025 Q4	$8.44M	Sell	64,287 -2,594	-4%	-$325K	0.01%	764
2025 Q3	$8.31M	Buy	66,881 +2,132	+3%	+$262K	0.01%	734
2025 Q2	$7.89M	Buy	64,749 +2,733	+4%	+$299K	0.01%	714
2025 Q1	$6.69M	Buy	62,016 +759	+1%	+$88.2K	0.01%	727
2024 Q4	$7.12M	Buy	61,257 +941	+2%	+$112K	0.01%	674
2024 Q3	$7.02M	Buy	60,316 +673	+1%	+$75.7K	0.02%	622
2024 Q2	$6.55M	Buy	59,643 +56,438	+1,761%	+$6.28M	0.02%	614
2024 Q1	$369K	Buy	3,205 +10	+0.3%	+$1.06K	﹤0.01%	1774
2023 Q4	$336K	Sell	3,195 -68	-2%	-$6.48K	﹤0.01%	1744
2023 Q3	$306K	Buy	+3,263	New	+$317K	﹤0.01%	1729

Other funds holding RWK

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Wealth Enhancement Advisory Services's RWK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 5.6% in Q3 2026, buying an estimated $324K and bringing the position to 41,267 shares worth $5.84M. The position accounts for 0.01% of the portfolio, ranked #1001.

Wealth Enhancement Advisory Services first reported a position in RWK in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.44M in Q4 2025. 10 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

Wealth Enhancement Advisory Services held 41,267 shares of Invesco S&P MidCap 400 Revenue ETF worth $5.84M as of Q3 2026.
Wealth Enhancement Advisory Services bought 2,202 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2026, an estimated $324K.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1001 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $8.44M in Q4 2025.
10 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.