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

Aspire 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	$19.1M	Buy	149,668 +4,590	+3%	+$570K	3.72%	7
2026 Q1	$16.7M	Buy	145,078 +23,146	+19%	+$2.73M	3.75%	9
2025 Q4	$14M	Buy	121,932 +1,742	+1%	+$196K	3.28%	8
2025 Q3	$13.3M	Buy	120,190 +1,322	+1%	+$141K	3.28%	8
2025 Q2	$12.4M	Sell	118,868 -49	-0%	-$4.85K	3.42%	8
2025 Q1	$11.8M	Sell	118,917 -29,449	-20%	-$2.98M	3.53%	8
2024 Q4	$14.5M	Buy	148,366 +5,509	+4%	+$552K	4.16%	6
2024 Q3	$14M	Buy	142,857 +2,904	+2%	+$276K	4.18%	6
2024 Q2	$13M	Buy	139,953 +8,501	+6%	+$780K	4.24%	6
2024 Q1	$12.3M	Buy	131,452 +52,680	+67%	+$4.66M	4.15%	8
2023 Q4	$6.72M	Buy	78,772 +5,445	+7%	+$437K	2.73%	11
2023 Q3	$5.73M	Buy	73,327 +2,269	+3%	+$183K	2.61%	13
2023 Q2	$5.68M	Sell	71,058 -658	-0.9%	-$50.5K	2.76%	13
2023 Q1	$5.46M	Buy	+71,716	New	+$5.45M	2.86%	14

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

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

Aspire Capital Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 3.2% in Q2 2026, buying an estimated $570K and bringing the position to 149,668 shares worth $19.1M. The position accounts for 3.72% of the portfolio, ranked #7.

Aspire Capital Advisors first reported a position in RWL in Q1 2023 and has held it in 14 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Aspire Capital Advisors held 149,668 shares of Invesco S&P 500 Revenue ETF worth $19.1M as of Q2 2026.
Aspire Capital Advisors bought 4,590 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $570K.
Invesco S&P 500 Revenue ETF made up 3.72% of Aspire Capital Advisors's portfolio in Q2 2026, its #7 holding.
Aspire Capital Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2023 and has held it in 14 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.