Aprio Wealth Management
RWL icon

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

Aprio 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 		$420K Hold
3,265
– – 0.02% 442
2026
Q2 		$417K Hold
3,265
– – 0.02% 426
2026
Q1 		$375K Hold
3,265
– – 0.02% 434
2025
Q4 		$374K Buy
+3,265
New +$368K 0.02% 376

Other funds holding RWL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
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
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

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

Aprio Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2026 at 3,265 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #442.

Aprio Wealth Management first reported a position in RWL in Q4 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • Aprio Wealth Management held 3,265 shares of Invesco S&P 500 Revenue ETF worth $420K as of Q3 2026.
  • Aprio Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Revenue ETF made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #442 holding.
  • Aprio Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.