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

Accurate 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	$698K	Hold	5,245	–	–	0.06%	300
2026 Q2	$683K	Hold	5,245	–	–	0.07%	285
2026 Q1	$621K	Hold	5,245	–	–	0.07%	268
2025 Q4	$619K	Hold	5,245	–	–	0.08%	261
2025 Q3	$579K	Hold	5,245	–	–	0.08%	266
2025 Q2	$553K	Hold	5,245	–	–	0.08%	244
2025 Q1	$496K	Hold	5,245	–	–	0.09%	209
2024 Q4	$515K	Hold	5,245	–	–	0.1%	193
2024 Q3	$520K	Hold	5,245	–	–	0.1%	187
2024 Q2	$496K	Hold	5,245	–	–	0.12%	165
2024 Q1	$472K	Hold	5,245	–	–	0.14%	151
2023 Q4	$448K	Hold	5,245	–	–	0.14%	152
2023 Q3	$415K	Hold	5,245	–	–	0.13%	152
2023 Q2	$422K	Buy	5,245 +408	+8%	+$31.3K	0.13%	158
2023 Q1	$370K	Hold	4,837	–	–	0.13%	167
2022 Q4	$367K	Buy	+4,837	New	+$358K	0.14%	135

Other funds holding RWL

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

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 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

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

Accurate Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2026 at 5,245 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #300.

Accurate Wealth Management first reported a position in RWL in Q4 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Accurate Wealth Management held 5,245 shares of Invesco S&P 500 Revenue ETF worth $698K as of Q3 2026.
Accurate Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2026.
Invesco S&P 500 Revenue ETF made up 0.06% of Accurate Wealth Management's portfolio in Q3 2026, its #300 holding.
Accurate Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 16 quarters since.
158 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.