Public ownership evidence

Invesco S&P MidCap 400 Revenue ETF (RWK) Ownership Disclosures

Read RWK insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P MidCap 400 Revenue ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
3,304
Value (USD)
$483,169
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RWK fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RWK fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-203,304$483,169None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,486$217,411None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,451$212,278None
Copia Wealth Management2026-06-302026-08-19299$43,731None
Equitable Holdings, Inc.2026-06-302026-08-182,960$432,926None
Collaborative Capital Advisors LLC2026-06-302026-08-153,717$543,644None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1520,755$3,035,599None
Western Wealth Management, LLC2026-06-302026-08-1515,756$2,304,503None
Western Wealth Management, LLC2026-06-302026-08-151,689$247,031None
OSAIC HOLDINGS, INC.2026-06-302026-08-1576$11,116None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,342$635,120None
OSAIC HOLDINGS, INC.2026-06-302026-08-1572,384$10,587,621None
GTS SECURITIES LLC2026-06-302026-08-153,360$491,430None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-151,511$220,997None
Ancora Advisors LLC2026-06-302026-08-15209$30,568None
Ancora Advisors LLC2026-06-302026-08-158,528$1,247,291None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15352$51,483None
Waverly Advisors, LLC2026-06-302026-08-1512,201$1,784,490None
BROWN ADVISORY INC2026-06-302026-08-151,391$203,136None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1582,709$12,068,004None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15125$18,282None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15575,355$84,157,233None
Ausdal Financial Partners, Inc.2026-06-302026-08-1527,964$4,090,037None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-155,823$851,604None
ROYAL BANK OF CANADA2026-06-302026-08-1541,746$6,106,000None
CITADEL ADVISORS LLC2026-06-302026-08-154,878$713,450None
IHT Wealth Management, LLC2026-06-302026-08-151,782$260,643None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,104$1,039,022None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,711$2,151,577None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15131,010$19,161,303None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15161,318$23,594,227None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1593,848$13,726,149None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15157,374$23,017,364None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15165,501$24,205,905None
Stonebridge Financial Group, LLC/CA2026-06-302026-08-143,095$452,000None
Sanctuary Advisors, LLC2026-06-302026-08-1427,472$4,017,999None
CreativeOne Wealth, LLC2026-06-302026-08-143,078$450,184None
Rockefeller Capital Management L.P.2026-06-302026-08-1414,478$2,117,606None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1410,616$1,552,638None
UBS Group AG2026-06-302026-08-14100$14,626None
UBS Group AG2026-06-302026-08-14119,052$17,412,426None
Mariner, LLC2026-06-302026-08-141,394$203,907None
Snowden Capital Advisors LLC2026-06-302026-08-149,097$1,330,442None
Seros Financial, LLC2026-06-302026-08-141,391$203,446None
VANGUARD ADVISERS INC2026-06-302026-08-1448$7,020None
MORGAN STANLEY2026-06-302026-08-14444$65,020None
MORGAN STANLEY2026-06-302026-08-141,025,129$149,934,103None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-144,407$644,563None
FMR LLC2026-06-302026-08-142,261$330,693None
Integrated Wealth Concepts LLC2026-06-302026-08-1317,817$2,606,022None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Copia Wealth Management ↗Equitable Holdings, Inc. ↗Collaborative Capital Advisors LLC ↗PERSPECTIVE WEALTH ADVISORS LLC ↗Western Wealth Management, LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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