Wealth Enhancement Advisory Services

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return