Aptus Capital Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Aptus Capital 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	$196K	Buy	1,537 +964	+168%	+$120K	﹤0.01%	1122
2026 Q1	$65.8K	Buy	573 +242	+73%	+$28.5K	﹤0.01%	1237
2025 Q4	$37.9K	Buy	331 +259	+360%	+$29.2K	﹤0.01%	1326
2025 Q3	$7.97K	Hold	72	–	–	﹤0.01%	1448
2025 Q2	$7.46K	Sell	72 -9	-11%	-$891	﹤0.01%	1390
2025 Q1	$8.07K	Sell	81 -993	-92%	-$100K	﹤0.01%	1294
2024 Q4	$105K	Buy	1,074 +1	+0.1%	+$100	﹤0.01%	997
2024 Q3	$105K	Buy	1,073 +4	+0.4%	+$380	﹤0.01%	843
2024 Q2	$99K	Buy	1,069 +4	+0.4%	+$367	﹤0.01%	823
2024 Q1	$99.8K	Buy	+1,065	New	+$94.2K	﹤0.01%	823

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

Aptus Capital Advisors's RWL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 168% in Q2 2026, buying an estimated $120K and bringing the position to 1,537 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Aptus Capital Advisors first reported a position in RWL in Q1 2024 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Aptus Capital Advisors held 1,537 shares of Invesco S&P 500 Revenue ETF worth $196K as of Q2 2026.
Aptus Capital Advisors bought 964 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $120K.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1122 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.