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 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

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

Wealth Enhancement Advisory Services's RWK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 3.9% in Q2 2026, buying an estimated $205K and bringing the position to 39,065 shares worth $5.72M. The position accounts for 0.01% of the portfolio, ranked #929.

Wealth Enhancement Advisory Services first reported a position in RWK in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.44M in Q4 2025. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Wealth Enhancement Advisory Services held 39,065 shares of Invesco S&P MidCap 400 Revenue ETF worth $5.72M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,465 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $205K.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #929 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 12 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P MidCap 400 Revenue ETF position peaked at $8.44M in Q4 2025.
140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.