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 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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

Amplius Wealth Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 3.7% in Q2 2026, buying an estimated $60.6K and bringing the position to 13,708 shares worth $1.75M. The position accounts for 0.13% of the portfolio, ranked #61.

Amplius Wealth Advisors first reported a position in RWL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.15M in Q1 2022. 51 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Amplius Wealth Advisors held 13,708 shares of Invesco S&P 500 Revenue ETF worth $1.75M as of Q2 2026.
Amplius Wealth Advisors bought 488 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $60.6K.
Invesco S&P 500 Revenue ETF made up 0.13% of Amplius Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Amplius Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $4.15M in Q1 2022.
51 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.