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

Cerity 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	$48.7M	Sell	381,264 -4,374	-1%	-$543K	0.06%	262
2026 Q1	$44.3M	Buy	385,638 +1,881	+0.5%	+$222K	0.06%	263
2025 Q4	$43.9M	Sell	383,757 -3,729	-1%	-$420K	0.06%	257
2025 Q3	$42.9M	Buy	387,486 +5,291	+1%	+$564K	0.07%	232
2025 Q2	$39.9M	Buy	+382,195	New	+$37.8M	0.07%	230

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's RWL Position: Q2 2026 in Review

Cerity Partners reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 1.1% in Q2 2026, selling an estimated $543K and leaving 381,264 shares worth $48.7M. The position accounts for 0.06% of the portfolio, ranked #262.

Cerity Partners first reported a position in RWL in Q2 2025 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Cerity Partners held 381,264 shares of Invesco S&P 500 Revenue ETF worth $48.7M as of Q2 2026.
Cerity Partners sold 4,374 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $543K.
Invesco S&P 500 Revenue ETF made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #262 holding.
Cerity Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 5 quarters since.
327 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.