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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s RWK Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.31% in Q1 2026, buying an estimated $1.58K and bringing the position to 3,887 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Wealthspire Advisors (New York) first reported a position in RWK in Q3 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Wealthspire Advisors (New York) held 3,887 shares of Invesco S&P MidCap 400 Revenue ETF worth $499K as of Q1 2026.
Wealthspire Advisors (New York) bought 12 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $1.58K.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #571 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 3 quarters since.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.