Aspect Partners
RWL icon

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
Q3 		$341K Hold
2,652
– – 0.13% 60
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

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Asset Allocation Strategies
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Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Aspect Partners's RWL Position: Q3 2026 in Review

Aspect Partners held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2026 at 2,652 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #60.

Aspect Partners first reported a position in RWL in Q4 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • Aspect Partners held 2,652 shares of Invesco S&P 500 Revenue ETF worth $341K as of Q3 2026.
  • Aspect Partners left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Revenue ETF made up 0.13% of Aspect Partners's portfolio in Q3 2026, its #60 holding.
  • Aspect Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.