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

Atlantic Private 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	$67.5K	Hold	528	–	–	0.04%	105
2026 Q1	$60.7K	Hold	528	–	–	0.04%	117
2025 Q4	$60.5K	Hold	528	–	–	0.04%	109
2025 Q3	$58.5K	Hold	528	–	–	0.04%	94
2025 Q2	$55.1K	Hold	528	–	–	0.04%	99
2025 Q1	$52.5K	Buy	+528	New	+$53.3K	0.04%	110

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 Private Wealth's RWL Position: Q2 2026 in Review

Atlantic Private Wealth held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 528 shares worth $67.5K. The position accounts for 0.04% of the portfolio, ranked #105.

Atlantic Private Wealth first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Atlantic Private Wealth held 528 shares of Invesco S&P 500 Revenue ETF worth $67.5K as of Q2 2026.
Atlantic Private Wealth left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.04% of Atlantic Private Wealth's portfolio in Q2 2026, its #105 holding.
Atlantic Private Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.