WWM
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Western Wealth Management’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Western Wealth Management’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 		$2.55M Buy
17,445
+56
+0.3% +$7.82K 0.08% 253
2026
Q1 		$2.23M Buy
17,389
+1,732
+11% +$229K 0.08% 256
2025
Q4 		$1.98M Buy
15,657
+224
+1% +$28.1K 0.09% 222
2025
Q3 		$1.93M Buy
15,433
+141
+0.9% +$17.4K 0.1% 189
2025
Q2 		$1.79M Buy
15,292
+183
+1% +$20K 0.11% 184
2025
Q1 		$1.63M Sell
15,109
-55
-0.4% -$6.39K 0.11% 191
2024
Q4 		$1.76M Buy
15,164
+752
+5% +$89.8K 0.09% 217
2024
Q3 		$1.68M Buy
14,412
+718
+5% +$80.7K 0.1% 217
2024
Q2 		$1.5M Buy
13,694
+548
+4% +$60.9K 0.11% 163
2024
Q1 		$1.51M Buy
13,146
+300
+2% +$31.9K 0.12% 162
2023
Q4 		$1.35M Buy
12,846
+692
+6% +$65.9K 0.1% 219
2023
Q3 		$1.14M Buy
12,154
+1,462
+14% +$142K 0.1% 222
2023
Q2 		$1.03M Buy
10,692
+652
+6% +$58.5K 0.09% 235
2023
Q1 		$910K Buy
10,040
+3,633
+57% +$335K 0.08% 248
2022
Q4 		$550K Buy
6,407
+3,155
+97% +$268K 0.06% 324
2022
Q3 		$242K Buy
+3,252
New +$271K 0.01% 702

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Western Wealth Management's RWK Position: Q2 2026 in Review

Western Wealth Management increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 0.32% in Q2 2026, buying an estimated $7.82K and bringing the position to 17,445 shares worth $2.55M. The position accounts for 0.08% of the portfolio, ranked #253.

Western Wealth Management first reported a position in RWK in Q3 2022 and has held it in 16 quarters since. 140 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Western Wealth Management held 17,445 shares of Invesco S&P MidCap 400 Revenue ETF worth $2.55M as of Q2 2026.
  • Western Wealth Management bought 56 Invesco S&P MidCap 400 Revenue ETF shares in Q2 2026, an estimated $7.82K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Western Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2022 and has held it in 16 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.