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Planning Strategies Inc.’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Planning Strategies Inc.’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 		$13.4K Buy
+92
New +$12.8K 0.01% 288

Other funds holding RWK

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Planning Strategies Inc.'s RWK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P MidCap 400 Revenue ETF (RWK) in Q2 2026: 92 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

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

  • Planning Strategies Inc. held 92 shares of Invesco S&P MidCap 400 Revenue ETF worth $13.4K as of Q2 2026.
  • Invesco S&P MidCap 400 Revenue ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #288 holding.
  • 46 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.