AssuredPartners Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-36,463	Closed	-$3.62M	–	312
2025 Q1	$3.62M	Buy	36,463 +2,160	+6%	+$215K	0.7%	34
2024 Q4	$3.36M	Buy	+34,303	New	+$3.36M	0.65%	40