WWM
RWK icon

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
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 0.11% 167
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Western Wealth Management's RWK Position: Q1 2026 in Review

Western Wealth Management increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 11% in Q1 2026, buying an estimated $229K and bringing the position to 17,389 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #256.

Western Wealth Management first reported a position in RWK in Q3 2022 and has held it in 15 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

  • Western Wealth Management held 17,389 shares of Invesco S&P MidCap 400 Revenue ETF worth $2.23M as of Q1 2026.
  • Western Wealth Management bought 1,732 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $229K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Western Wealth Management first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q3 2022 and has held it in 15 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.