Wealthspire Advisors (New York)’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Wealthspire Advisors (New York)’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	$570K	Buy	3,896 +9	+0.2%	+$1.26K	﹤0.01%	752
2026 Q1	$499K	Buy	3,887 +12	+0.3%	+$1.58K	﹤0.01%	571
2025 Q4	$490K	Hold	3,875	–	–	﹤0.01%	613
2025 Q3	$484K	Buy	+3,875	New	+$477K	﹤0.01%	543

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

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

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

Wealthspire Advisors (New York)'s RWK Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.23% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,896 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Wealthspire Advisors (New York) first reported a position in RWK in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

Wealthspire Advisors (New York) held 3,896 shares of Invesco S&P MidCap 400 Revenue ETF worth $570K as of Q2 2026.
Wealthspire Advisors (New York) bought 9 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $1.26K.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #752 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
141 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.