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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Axxcess Wealth Management's RWL Position: Q2 2026 in Review

Axxcess Wealth Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 5.7% in Q2 2026, buying an estimated $1.67M and bringing the position to 248,149 shares worth $31.7M. The position accounts for 0.5% of the portfolio, ranked #44.

Axxcess Wealth Management first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.3M in Q4 2025. 141 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Axxcess Wealth Management held 248,149 shares of Invesco S&P 500 Revenue ETF worth $31.7M as of Q2 2026.
Axxcess Wealth Management bought 13,447 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.67M.
Invesco S&P 500 Revenue ETF made up 0.5% of Axxcess Wealth Management's portfolio in Q2 2026, its #44 holding.
Axxcess Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
Axxcess Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $38.3M in Q4 2025.
141 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.