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

Baldwin 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	$843K	Hold	6,600	–	–	0.06%	119
2026 Q1	$758K	Hold	6,600	–	–	0.06%	121
2025 Q4	$756K	Hold	6,600	–	–	0.05%	128
2025 Q3	$730K	Hold	6,600	–	–	0.05%	129
2025 Q2	$688K	Hold	6,600	–	–	0.05%	125
2025 Q1	$656K	Hold	6,600	–	–	0.05%	122
2024 Q4	$646K	Hold	6,600	–	–	0.04%	128
2024 Q3	$647K	Sell	6,600 -412	-6%	-$39.1K	0.04%	165
2024 Q2	$649K	Hold	7,012	–	–	0.05%	119
2024 Q1	$657K	Hold	7,012	–	–	0.05%	126
2023 Q4	$598K	Hold	7,012	–	–	0.05%	135
2023 Q3	$548K	Hold	7,012	–	–	0.05%	139
2023 Q2	$561K	Hold	7,012	–	–	0.05%	146
2023 Q1	$534K	Hold	7,012	–	–	0.05%	145
2022 Q4	$518K	Hold	7,012	–	–	0.05%	152
2022 Q3	$471K	Hold	7,012	–	–	0.07%	99
2022 Q2	$490K	Hold	7,012	–	–	0.06%	110
2022 Q1	$566K	Hold	7,012	–	–	0.06%	104
2021 Q4	$561K	Hold	7,012	–	–	0.06%	115
2021 Q3	$510K	Hold	7,012	–	–	0.06%	111
2021 Q2	$517K	Hold	7,012	–	–	0.06%	115
2021 Q1	$487K	Hold	7,012	–	–	0.06%	107
2020 Q4	$437K	Hold	7,012	–	–	0.05%	111
2020 Q3	$378K	Hold	7,012	–	–	0.05%	117
2020 Q2	$359K	Hold	7,012	–	–	0.05%	116
2020 Q1	$308K	Hold	7,012	–	–	0.05%	120
2019 Q4	$409K	Hold	7,012	–	–	0.06%	124
2019 Q3	$378K	Hold	7,012	–	–	0.06%	126
2019 Q2	$374K	Hold	7,012	–	–	0.06%	152
2019 Q1	$362K	Hold	7,012	–	–	0.05%	154
2018 Q4	$326K	Sell	7,012 -645	-8%	-$32.7K	0.05%	148
2018 Q3	$415K	Hold	7,657	–	–	0.06%	145
2018 Q2	$389K	Buy	7,657 +412	+6%	+$21K	0.06%	146
2018 Q1	$361K	Hold	7,245	–	–	0.06%	151
2017 Q4	$372K	Hold	7,245	–	–	0.06%	150
2017 Q3	$347K	Hold	7,245	–	–	0.06%	152
2017 Q2	$337K	Buy	+7,245	New	+$332K	0.05%	159

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

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

Baldwin Wealth Partners held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 6,600 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #119.

Baldwin Wealth Partners first reported a position in RWL in Q2 2017 and has held it in 37 quarters since. 142 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Baldwin Wealth Partners held 6,600 shares of Invesco S&P 500 Revenue ETF worth $843K as of Q2 2026.
Baldwin Wealth Partners left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.06% of Baldwin Wealth Partners's portfolio in Q2 2026, its #119 holding.
Baldwin Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2017 and has held it in 37 quarters since.
142 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.