Creative Financial Designs’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Creative Financial Designs’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 Q1	$1.51M	Buy	+13,164	New	+$1.55M	0.09%	181
2020 Q3	–	Sell	-160	Closed	-$8.64K	–	1285
2020 Q2	$8K	Hold	160	–	–	﹤0.01%	803
2020 Q1	$7K	Hold	160	–	–	﹤0.01%	383
2019 Q4	$9K	Hold	160	–	–	﹤0.01%	414
2019 Q3	$8K	Sell	160 -1,356	-89%	-$72.6K	﹤0.01%	432
2019 Q2	$82K	Hold	1,516	–	–	0.04%	194
2019 Q1	$78K	Hold	1,516	–	–	0.05%	185
2018 Q4	$71K	Hold	1,516	–	–	0.05%	165
2018 Q3	$82K	Buy	1,516 +390	+35%	+$20.7K	0.05%	174
2018 Q2	$57K	Hold	1,126	–	–	0.03%	227
2018 Q1	$56K	Buy	1,126 +250	+29%	+$13K	0.04%	214
2017 Q4	$45K	Hold	876	–	–	0.03%	232
2017 Q3	$42K	Buy	+876	New	+$41K	0.02%	257

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's RWL Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q1 2026: 13,164 shares worth $1.51M. The stake represents 0.09% of the portfolio and ranks #181 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in RWL as recently as Q2 2020.

Creative Financial Designs first reported a position in RWL in Q3 2017 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Creative Financial Designs held 13,164 shares of Invesco S&P 500 Revenue ETF worth $1.51M as of Q1 2026.
Invesco S&P 500 Revenue ETF was a new Creative Financial Designs position in Q1 2026.
Invesco S&P 500 Revenue ETF made up 0.09% of Creative Financial Designs's portfolio in Q1 2026, its #181 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 Revenue ETF in Q3 2017 and has held it in 13 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.