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 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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Abound Wealth Management's RWL Position: Q2 2026 in Review

Abound Wealth Management reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 12% in Q2 2026, selling an estimated $6.33K and leaving 380 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #242.

Abound Wealth Management first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.6K in Q1 2026. 44 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Abound Wealth Management held 380 shares of Invesco S&P 500 Revenue ETF worth $48.6K as of Q2 2026.
Abound Wealth Management sold 51 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $6.33K.
Invesco S&P 500 Revenue ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #242 holding.
Abound Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
Abound Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $49.6K in Q1 2026.
44 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.