Axxcess Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Axxcess Wealth Management’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 Q3	$11.6M	Sell	90,450 -157,699	-64%	-$20.9M	0.48%	41
2026 Q2	$31.7M	Buy	248,149 +13,447	+6%	+$1.67M	0.5%	44
2026 Q1	$27M	Sell	234,702 -99,784	-30%	-$11.8M	0.86%	29
2025 Q4	$38.3M	Buy	334,486 +234,732	+235%	+$26.4M	0.66%	34
2025 Q3	$11M	Buy	99,754 +1,659	+2%	+$177K	0.23%	80
2025 Q2	$10.2M	Buy	98,095 +38,366	+64%	+$3.8M	0.24%	80
2025 Q1	$5.93M	Buy	+59,729	New	+$6.03M	0.16%	120

Other funds holding RWL

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Axxcess Wealth Management's RWL Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 64% in Q3 2026, selling an estimated $20.9M and leaving 90,450 shares worth $11.6M. The position accounts for 0.48% of the portfolio, ranked #41.

Axxcess Wealth Management first reported a position in RWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $38.3M in Q4 2025. 322 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Axxcess Wealth Management held 90,450 shares of Invesco S&P 500 Revenue ETF worth $11.6M as of Q3 2026.
Axxcess Wealth Management sold 157,699 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $20.9M.
Invesco S&P 500 Revenue ETF made up 0.48% of Axxcess Wealth Management's portfolio in Q3 2026, its #41 holding.
Axxcess Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 7 quarters since.
Axxcess Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $38.3M in Q4 2025.
322 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.