Acorn Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Acorn Wealth Advisors’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	$1.36M	Hold	10,675	–	–	0.33%	70
2026 Q1	$1.23M	Buy	10,675 +349	+3%	+$41.2K	0.36%	63
2025 Q4	$1.18M	Buy	10,326 +684	+7%	+$77.1K	0.35%	64
2025 Q3	$1.07M	Buy	9,642 +1,668	+21%	+$178K	0.33%	66
2025 Q2	$832K	Buy	7,974 +676	+9%	+$66.9K	0.31%	76
2025 Q1	$725K	Sell	7,298 -81	-1%	-$8.18K	0.3%	77
2024 Q4	$723K	Sell	7,379 -358	-5%	-$35.9K	0.3%	76
2024 Q3	$759K	Sell	7,737 -767	-9%	-$72.9K	0.33%	68
2024 Q2	$788K	Hold	8,504	–	–	0.39%	59
2024 Q1	$797K	Buy	8,504 +355	+4%	+$31.4K	0.42%	54
2023 Q4	$695K	Sell	8,149 -1,106	-12%	-$88.7K	0.41%	56
2023 Q3	$723K	Sell	9,255 -498	-5%	-$40.2K	0.48%	48
2023 Q2	$780K	Buy	9,753 +1,842	+23%	+$141K	0.53%	43
2023 Q1	$602K	Sell	7,911 -575	-7%	-$43.7K	0.44%	48
2022 Q4	$627K	Buy	8,486 +1,488	+21%	+$110K	0.48%	45
2022 Q3	$470K	Sell	6,998 -25	-0.4%	-$1.84K	0.39%	62
2022 Q2	$491K	Buy	+7,023	New	+$532K	0.39%	65

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Acorn Wealth Advisors's RWL Position: Q2 2026 in Review

Acorn Wealth Advisors held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 10,675 shares worth $1.36M. The position accounts for 0.33% of the portfolio, ranked #70.

Acorn Wealth Advisors first reported a position in RWL in Q2 2022 and has held it in 17 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Acorn Wealth Advisors held 10,675 shares of Invesco S&P 500 Revenue ETF worth $1.36M as of Q2 2026.
Acorn Wealth Advisors left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.33% of Acorn Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and has held it in 17 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.