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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CFS

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

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

Accurate Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 5,245 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #285.

Accurate Wealth Management first reported a position in RWL in Q4 2022 and has held it in 15 quarters since. 124 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Accurate Wealth Management held 5,245 shares of Invesco S&P 500 Revenue ETF worth $683K as of Q2 2026.
Accurate Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #285 holding.
Accurate Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 15 quarters since.
124 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.