Abound Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Abound Wealth Management’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$51.6K	Buy	401 +21	+6%	+$2.78K	0.01%	277
2026 Q2	$48.6K	Sell	380 -51	-12%	-$6.33K	0.01%	242
2026 Q1	$49.6K	Buy	431 +51	+13%	+$6.02K	0.01%	247
2025 Q4	$43.6K	Hold	380	–	–	0.01%	248
2025 Q3	$42.1K	Hold	380	–	–	0.01%	231
2025 Q2	$39.7K	Hold	380	–	–	0.01%	233
2025 Q1	$37.8K	Hold	380	–	–	0.01%	221
2024 Q4	$37.2K	Buy	+380	New	+$38.1K	0.01%	208

Other funds holding RWL

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Abound Wealth Management's RWL Position: Q3 2026 in Review

Abound Wealth Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 5.5% in Q3 2026, buying an estimated $2.78K and bringing the position to 401 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #277.

Abound Wealth Management first reported a position in RWL in Q4 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Abound Wealth Management held 401 shares of Invesco S&P 500 Revenue ETF worth $51.6K as of Q3 2026.
Abound Wealth Management bought 21 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $2.78K.
Invesco S&P 500 Revenue ETF made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #277 holding.
Abound Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 8 quarters since.
126 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.