Belpointe Asset Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Belpointe Asset 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	$1.63M	Buy	12,796 +3,758	+42%	+$467K	0.05%	329
2026 Q1	$1.04M	Buy	9,038 +377	+4%	+$44.5K	0.04%	444
2025 Q4	$992K	Buy	8,661 +9	+0.1%	+$1.01K	0.04%	439
2025 Q3	$957K	Buy	8,652 +275	+3%	+$29.3K	0.04%	420
2025 Q2	$874K	Sell	8,377 -231	-3%	-$22.9K	0.04%	400
2025 Q1	$855K	Buy	+8,608	New	+$870K	0.04%	377
2023 Q4	–	Sell	-5,028	Closed	-$393K	–	753
2023 Q3	$393K	Buy	5,028 +300	+6%	+$24.2K	0.04%	405
2023 Q2	$378K	Sell	4,728 -4,611	-49%	-$354K	0.04%	378
2023 Q1	$711K	Buy	9,339 +38	+0.4%	+$2.89K	0.04%	428
2022 Q4	$688K	Sell	9,301 -1,559	-14%	-$115K	0.04%	410
2022 Q3	$729K	Sell	10,860 -2,357	-18%	-$173K	0.05%	381
2022 Q2	$923K	Buy	13,217 +1,983	+18%	+$150K	0.06%	315
2022 Q1	$906K	Buy	11,234 +8,577	+323%	+$677K	0.05%	370
2021 Q4	$212K	Sell	2,657 -1,162	-30%	-$89.6K	0.01%	865
2021 Q3	$278K	Buy	3,819 +4	+0.1%	+$298	0.02%	721
2021 Q2	$281K	Buy	3,815 +4	+0.1%	+$292	0.02%	696
2021 Q1	$265K	Buy	+3,811	New	+$252K	0.02%	635

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

Belpointe Asset Management's RWL Position: Q2 2026 in Review

Belpointe Asset Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 42% in Q2 2026, buying an estimated $467K and bringing the position to 12,796 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #329.

Belpointe Asset Management first reported a position in RWL in Q1 2021 and has held it in 17 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Belpointe Asset Management held 12,796 shares of Invesco S&P 500 Revenue ETF worth $1.63M as of Q2 2026.
Belpointe Asset Management bought 3,758 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $467K.
Invesco S&P 500 Revenue ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #329 holding.
Belpointe Asset Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2021 and has held it in 17 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.