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Diversified Enterprises’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Diversified Enterprises’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 		$220K Buy
+1,719
New +$213K 0.01% 394

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Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
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Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
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Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

Diversified Enterprises's RWL Position: Q2 2026 in Review

Diversified Enterprises opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 1,719 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings.

150 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Diversified Enterprises held 1,719 shares of Invesco S&P 500 Revenue ETF worth $220K as of Q2 2026.
  • Invesco S&P 500 Revenue ETF was a new Diversified Enterprises position in Q2 2026.
  • Invesco S&P 500 Revenue ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #394 holding.
  • 150 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.