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 Q2	$1.39M	Sell	10,863 -2,301	-17%	-$286K	0.07%	242
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 $1.26T 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

Creative Financial Designs's RWL Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 17% in Q2 2026, selling an estimated $286K and leaving 10,863 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #242.

Creative Financial Designs first reported a position in RWL in Q3 2017 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2026. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Creative Financial Designs held 10,863 shares of Invesco S&P 500 Revenue ETF worth $1.39M as of Q2 2026.
Creative Financial Designs sold 2,301 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $286K.
Invesco S&P 500 Revenue ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #242 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 Revenue ETF in Q3 2017 and has held it in 14 quarters since.
Creative Financial Designs's Invesco S&P 500 Revenue ETF position peaked at $1.51M in Q1 2026.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.