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Stonebridge Financial Group, LLC/CA’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$452K Buy
+3,095
New +$432K 0.06% 180

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
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's RWK Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026: 3,095 shares worth $452K. The stake represents 0.06% of the portfolio and ranks #180 among its holdings.

113 funds tracked by Wall St. Rank hold RWK as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 3,095 shares of Invesco S&P MidCap 400 Revenue ETF worth $452K as of Q2 2026.
  • Invesco S&P MidCap 400 Revenue ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.06% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #180 holding.
  • 113 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.