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

CreativeOne Wealth’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	$237K	Sell	1,853 -139	-7%	-$17.3K	0.01%	1101
2026 Q1	$229K	Buy	+1,992	New	+$235K	0.01%	1078

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

CreativeOne Wealth's RWL Position: Q2 2026 in Review

CreativeOne Wealth reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 7% in Q2 2026, selling an estimated $17.3K and leaving 1,853 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1101.

CreativeOne Wealth first reported a position in RWL in Q1 2026 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

CreativeOne Wealth held 1,853 shares of Invesco S&P 500 Revenue ETF worth $237K as of Q2 2026.
CreativeOne Wealth sold 139 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $17.3K.
Invesco S&P 500 Revenue ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1101 holding.
CreativeOne Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.