AWM
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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
KA
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

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

Aprio Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 3,265 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #426.

Aprio Wealth Management first reported a position in RWL in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Aprio Wealth Management held 3,265 shares of Invesco S&P 500 Revenue ETF worth $417K as of Q2 2026.
  • Aprio Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Revenue ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Aprio Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.