Amplius Wealth Advisors
RWL icon

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

Amplius 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
Q3 		$2.07M Buy
16,070
+2,362
+17% +$312K 0.14% 55
2026
Q2 		$1.75M Buy
13,708
+488
+4% +$60.6K 0.13% 61
2026
Q1 		$1.52M Buy
13,220
+1,569
+13% +$185K 0.13% 60
2025
Q4 		$1.33M Sell
11,651
-1,184
-9% -$133K 0.11% 63
2025
Q3 		$1.42M Sell
12,835
-19,882
-61% -$2.12M 0.12% 60
2025
Q2 		$3.41M Hold
32,717
– – 0.32% 47
2025
Q1 		$3.25M Buy
32,717
+4
+0% +$404 0.34% 42
2024
Q4 		$3.2M Sell
32,713
-408
-1% -$40.9K 0.33% 40
2024
Q3 		$3.25M Buy
33,121
+4
+0% +$380 0.35% 40
2024
Q2 		$3.07M Sell
33,117
-4,525
-12% -$415K 0.34% 41
2024
Q1 		$3.53M Sell
37,642
-379
-1% -$33.5K 0.4% 38
2023
Q4 		$3.24M Sell
38,021
-217
-0.6% -$17.4K 0.39% 42
2023
Q3 		$2.99M Sell
38,238
-1,737
-4% -$140K 0.4% 40
2023
Q2 		$3.2M Sell
39,975
-628
-2% -$48.2K 0.43% 40
2023
Q1 		$3.09M Buy
40,603
+8,666
+27% +$659K 0.44% 38
2022
Q4 		$2.36M Sell
31,937
-3,797
-11% -$281K 0.38% 45
2022
Q3 		$2.4M Buy
35,734
+361
+1% +$26.6K 0.43% 39
2022
Q2 		$2.47M Sell
35,373
-16,123
-31% -$1.22M 0.4% 43
2022
Q1 		$4.15M Buy
51,496
+1
+0% +$79 0.64% 35
2021
Q4 		$4.12M Buy
+51,495
New +$3.97M 0.57% 34

Other funds holding RWL

Klingman & Associates
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
PA
Prairie Advisory Leawood, Kansas $863M AUM
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Amplius Wealth Advisors's RWL Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 17% in Q3 2026, buying an estimated $312K and bringing the position to 16,070 shares worth $2.07M. The position accounts for 0.14% of the portfolio, ranked #55.

Amplius Wealth Advisors first reported a position in RWL in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.15M in Q1 2022. 97 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • Amplius Wealth Advisors held 16,070 shares of Invesco S&P 500 Revenue ETF worth $2.07M as of Q3 2026.
  • Amplius Wealth Advisors bought 2,362 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $312K.
  • Invesco S&P 500 Revenue ETF made up 0.14% of Amplius Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • Amplius Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $4.15M in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

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