WS
RWK icon

Wedbush Securities’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Wedbush Securities’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 		$242K Buy
1,886
+157
+9% +$20.7K 0.01% 1016
2025
Q4 		$219K Sell
1,729
-5
-0.3% -$627 0.01% 1063
2025
Q3 		$217K Hold
1,734
– – 0.01% 1031
2025
Q2 		$203K Buy
+1,734
New +$190K 0.01% 1052
2024
Q2 		– Sell
-1,821
Closed -$210K – 1276
2024
Q1 		$210K Buy
+1,821
New +$194K 0.01% 1074
2022
Q1 		– Sell
-2,468
Closed -$234K – 1191
2021
Q4 		$234K Buy
2,468
+50
+2% +$4.62K 0.01% 993
2021
Q3 		$211K Buy
2,418
+99
+4% +$8.79K 0.01% 1038
2021
Q2 		$205K Buy
+2,319
New +$208K 0.01% 1048

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return