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

AssuredPartners Investment 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	$3.06M	Buy	23,939 +10,428	+77%	+$1.3M	0.3%	89
2026 Q1	$1.57M	Sell	13,511 -17,203	-56%	-$2.03M	0.17%	139
2025 Q4	$3.52M	Buy	30,714 +24,833	+422%	+$2.8M	0.52%	49
2025 Q3	$651K	Buy	+5,881	New	+$627K	0.14%	111
2025 Q2	–	Sell	-36,463	Closed	-$3.62M	–	312
2025 Q1	$3.62M	Buy	36,463 +2,160	+6%	+$218K	0.7%	34
2024 Q4	$3.36M	Buy	+34,303	New	+$3.44M	0.65%	40

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

AssuredPartners Investment Advisors's RWL Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 77% in Q2 2026, buying an estimated $1.3M and bringing the position to 23,939 shares worth $3.06M. The position accounts for 0.3% of the portfolio, ranked #89.

AssuredPartners Investment Advisors first reported a position in RWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.62M in Q1 2025. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

AssuredPartners Investment Advisors held 23,939 shares of Invesco S&P 500 Revenue ETF worth $3.06M as of Q2 2026.
AssuredPartners Investment Advisors bought 10,428 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.3M.
Invesco S&P 500 Revenue ETF made up 0.3% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #89 holding.
AssuredPartners Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Invesco S&P 500 Revenue ETF position peaked at $3.62M in Q1 2025.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.