Balboa Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Balboa Wealth Partners’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	$213K	Buy	+1,670	New	+$207K	0.03%	430
2024 Q1	–	Sell	-2,562	Closed	-$219K	–	309
2023 Q4	$219K	Hold	2,562	–	–	0.07%	203
2023 Q3	$200K	Hold	2,562	–	–	0.08%	212
2023 Q2	$205K	Sell	2,562 -1,453	-36%	-$111K	0.07%	227
2023 Q1	$306K	Hold	4,015	–	–	0.12%	159
2022 Q4	$297K	Hold	4,015	–	–	0.13%	155
2022 Q3	$269K	Buy	+4,015	New	+$295K	0.12%	151

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

Balboa Wealth Partners's RWL Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 1,670 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #430 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in RWL as recently as Q4 2023.

Balboa Wealth Partners first reported a position in RWL in Q3 2022 and has held it in 7 quarters since. The position peaked at $306K in Q1 2023. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Balboa Wealth Partners held 1,670 shares of Invesco S&P 500 Revenue ETF worth $213K as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Balboa Wealth Partners position in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #430 holding.
Balboa Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q3 2022 and has held it in 7 quarters since.
Balboa Wealth Partners's Invesco S&P 500 Revenue ETF position peaked at $306K in Q1 2023.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.