Atlantic Family Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Atlantic Family Wealth’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	$367K	Hold	2,872	–	–	0.23%	32
2026 Q1	$330K	Hold	2,872	–	–	0.24%	38
2025 Q4	$329K	Hold	2,872	–	–	0.25%	32
2025 Q3	$318K	Hold	2,872	–	–	0.25%	35
2025 Q2	$300K	Hold	2,872	–	–	0.26%	28
2025 Q1	$285K	Hold	2,872	–	–	0.26%	32
2024 Q4	$281K	Buy	+2,872	New	+$288K	0.33%	29

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

Atlantic Family Wealth's RWL Position: Q2 2026 in Review

Atlantic Family Wealth held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 2,872 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #32.

Atlantic Family Wealth first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Atlantic Family Wealth held 2,872 shares of Invesco S&P 500 Revenue ETF worth $367K as of Q2 2026.
Atlantic Family Wealth left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.23% of Atlantic Family Wealth's portfolio in Q2 2026, its #32 holding.
Atlantic Family Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.