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Aspect Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Aspect Partners’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 		$339K Hold
2,652
– – 0.13% 62
2026
Q1 		$305K Hold
2,652
– – 0.12% 63
2025
Q4 		$304K Hold
2,652
– – 0.13% 64
2025
Q3 		$293K Hold
2,652
– – 0.13% 63
2025
Q2 		$277K Hold
2,652
– – 0.14% 65
2025
Q1 		$263K Hold
2,652
– – 0.15% 62
2024
Q4 		$260K Buy
+2,652
New +$266K 0.15% 61

Other funds holding RWL

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 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
CI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Aspect Partners's RWL Position: Q2 2026 in Review

Aspect Partners held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 2,652 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #62.

Aspect Partners first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Aspect Partners held 2,652 shares of Invesco S&P 500 Revenue ETF worth $339K as of Q2 2026.
  • Aspect Partners left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Revenue ETF made up 0.13% of Aspect Partners's portfolio in Q2 2026, its #62 holding.
  • Aspect Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.