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Disclosery

RWK INVESCO EXCH TRADED FD TR II

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S&P MDCP 400 REV (fund)

137 managers (139 13F filers) reported a position in RWK shares at 2026-03-31, 6,013,284 shares in all. 22 filers opened a position and 6 filers sold out during the quarter.

Managers
137
13F filers
139
New
22
Added
56
Reduced
36
Sold out
6
Shares held by filers
6,013,284

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY961,423$123M0.01%+23,40613F-HRTimelineGroup
LPL Financial LLC625,490$80.2M0.02%+21,94513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC589,766$75.6M0.02%-59,57713F-HR/ATimelineGroup
Fusion Family Wealth, LLC551,484$70.7M5.28%+13,96013F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC535,439$68.7M0.58%-5,14513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/326,143$41.8M<0.01%+47,26713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN264,549$33.9M0.01%-23,16513F-HR/ATimelineGroup
Bleakley Financial Group, LLC205,423$26.3M0.41%+185,16913F-HRTimeline
Resonant Capital Advisors, LLC170,930$21.9M1.15%+6,62113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC141,406$18.1M0.01%+8,75813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding131,371$16.8M+54,268Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…122,428$15.7M0.01%+3,93613F-HRTimelineGroup
RVW Wealth, LLC117,587$15.1M1.17%-12,64013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,942$11.3M0.02%+13,34213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,949$9.61M0.01%+9713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,627$8.5M<0.01%+15,08113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,863$6.14M0.19%+3,44013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,381$6.08M<0.01%-13,63513F-HRTimelineGroup
Ipsen Advisor Group LLC46,159$5.92M4.14%+56413F-HRTimeline
NWAM LLC39,790$5.1M0.29%-1,61913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,600$4.86M0.01%-26,68713F-HRTimeline
CWM, LLCin group CWM, LLC36,724$4.71M0.01%+3,04613F-HRTimelineGroup
Private Advisor Group, LLC36,135$4.63M0.02%-21013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.33,967$4.36M2.85%-1,26213F-HRTimeline
Cetera Investment Advisers30,137$3.87M<0.01%+2,64713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,993$3.85M<0.01%-20,01013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…27,750$3.56M0.2%+14,80213F-HRTimeline
Sanctuary Advisors, LLC27,644$3.55M0.02%+28813F-HRTimeline
Ausdal Financial Partners, Inc.27,149$3.48M0.16%+2913F-HRTimeline
GHP Investment Advisors, Inc.24,783$3.18M0.13%-21713F-HRTimeline
Perigon Wealth Management, LLC24,690$3.17M0.06%+1,14713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,060$2.96M0.01%+5,00513F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC20,950$2.69M1.74%+1,36913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$2.57M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.18,011$2.31M0.05%-1,34613F-HRTimeline
Western Wealth Management, LLC17,389$2.23M0.08%+1,73213F-HR/ATimeline
Cambridge Investment Research Advisors,…16,703$2.14M0.01%+3,40613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,046$2.06M<0.01%-27213F-HRTimelineGroup
Sigma Planning Corp15,192$1.95M0.05%-73813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,437$1.85M<0.01%+4213F-HRTimelineGroup
Klingman & Associates, LLC12,954$1.66M0.08%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,658$1.62M0.1%+22813F-HRTimeline
Waverly Advisors, LLC12,327$1.58M0.01%+1,15213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,513$1.44M<0.01%+1,47413F-HR/ATimelineGroup
J. Derek Lewis & Associates Inc.10,985$1.41M0.32%+45613F-HR/ATimeline
Integrated Wealth Concepts LLC10,276$1.32M0.01%+19813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,966$1.28M0.03%-2313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,367$1.2M<0.01%+7813F-HRTimelineGroup
Snowden Capital Advisors LLC9,109$1.17M0.03%+113F-HRTimeline
GTS SECURITIES LLC8,717$1.12M0.04%+3,58313F-HRTimeline
Steward Partners Investment Advisory, L…8,630$1.11M0.01%+74213F-HRTimeline
NewEdge Advisors, LLC8,530$1.09M<0.01%-2,38713F-HR/ATimeline
MML INVESTORS SERVICES, LLC8,512$1.09M<0.01%-26,42613F-HRTimeline
Investors Research Corp25,154$1.01M0.19%+18,99613F-HRTimeline
Prism Advisors, Inc.7,324$939K0.25%-14613F-HRTimeline
Claro Advisors Inc.7,157$918K0.11%+1813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,104$911K<0.01%-5,43213F-HRTimelineGroup
Marshall Financial Group, LLC7,033$902K0.14%+4213F-HRTimeline
HighTower Advisors, LLC6,435$825K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,317$810K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,687$729K0.05%+63113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,671$727K0.01%+313F-HRTimelineGroup
Janney Montgomery Scott LLC5,538$710K<0.01%+8913F-HRTimeline
HARBOUR INVESTMENTS, INC.5,437$697K0.01%+2,86813F-HRTimeline
Advisory Services Network, LLC5,302$680K0.01%-18613F-HRTimeline
RFG Advisory, LLC5,289$678K0.01%new13F-HRTimeline
SMITH, MOORE & CO.5,058$649K0.05%+1513F-HRTimeline
J.W. COLE ADVISORS, INC.4,992$640K0.02%+43313F-HRTimeline
Anson Capital, Inc.4,987$640K0.44%-213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,699$603K<0.01%+43213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding4,382$562K-487Timeline
Independent Wealth Network Inc.4,079$523K0.16%new13F-HRTimeline
Wealthspire Advisors, LLC3,887$499K<0.01%+1213F-HRTimeline
WILLNER & HELLER, LLC3,757$482K0.36%-6913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,724$471K<0.01%-7513F-HRTimelineGroup
Seros Financial, LLC3,543$454K0.29%new13F-HRTimeline
Independent Advisor Alliance3,406$437K<0.01%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,384$434K<0.01%013F-HRTimelineGroup
BAM Wealth Management, LLC3,339$428K0.32%new13F-HRTimeline
Avestar Capital, LLC3,022$388K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,014$387K<0.01%-39213F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC3,000$385K0.03%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,949$378K0.02%+63613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,942$377K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,913$374K0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC2,835$364K<0.01%+813F-HRTimeline
Colonial River Investments, LLC2,764$354K0.13%new13F-HRTimeline
MIRAMONTES CAPITAL, LLC2,660$341K0.12%-5013F-HRTimeline
IFP Advisors, Inc2,584$331K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,554$328K<0.01%+1,14513F-HRTimelineGroup
Dynamic Advisor Solutions LLC2,506$321K0.01%-1213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,418$310K<0.01%013F-HRTimelineGroup
New Insight Wealth Advisors2,348$301K0.11%-7413F-HRTimeline
Integrated Advisors Network LLC2,261$290K0.02%-7113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,175$279K0.01%013F-HRTimeline
Parallel Advisors, LLC2,151$276K<0.01%-1613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\2,047$263K<0.01%+1113F-HRTimelineGroup
United Advisor Group, LLC1,974$253K0.03%-5013F-HRTimeline
WEDBUSH SECURITIES INC1,886$242K0.01%+15713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,885$242K0.07%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,881$241K0.09%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,856$238K<0.01%+5013F-HRTimelineGroup
Allworth Financial LP1,701$218K<0.01%+113F-HRTimeline
IHT Wealth Management, LLC1,635$210K<0.01%new13F-HRTimeline
Keystone Financial Services, LLC1,610$206K0.14%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,572$202K0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.1,130$145K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,017$130K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC975$125K<0.01%+56413F-HRTimelineGroup
Private Wealth Management Group, LLC900$115K0.03%013F-HRTimeline
Crewe Advisors LLC881$113K0.01%013F-HRTimeline
Tidemark, LLC876$112K0.03%-4713F-HRTimeline
Sunbelt Securities, Inc.861$110K0.01%-413F-HRTimeline
Farther Finance Advisors, LLC534$69.1K<0.01%+29413F-HRTimeline
HM PAYSON & CO410$52.6K<0.01%013F-HRTimeline
Arax Advisory Partners337$43.2K<0.01%-52013F-HRTimeline
Copia Wealth Management299$38.4K0.03%013F-HRTimeline
YANKCOM Partnership290$37.2K0.02%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…270$34.6K<0.01%-6113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT235$30.1K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC184$25.6K<0.01%013F-HRTimeline
AlphaCore Capital LLC182$23.3K<0.01%013F-HRTimeline
Financial Life Planners177$22.8K0.02%new13F-HRTimeline
Key Financial Inc168$21.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC156$20K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management86$11K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC77$9.88K<0.01%new13F-HRTimeline
Root Financial Partners, LLC76$9.81K<0.01%013F-HRTimeline
MAI Capital Management74$9.53K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC48$6.16K<0.01%13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…47$6.03K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC34$4.36K<0.01%new13F-HRTimeline
Avion Wealth25$3K<0.01%+913F-HRTimeline
Capital Investment Advisory Services, L…17$2.2K<0.01%-2813F-HRTimeline
Richardson Capital Management LLC16$2.09K<0.01%013F-HRTimeline
SHP Wealth Management16$2.05K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.4$528<0.01%013F-HRTimeline