Empirical Asset Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Empirical Asset Management’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	$1.89M	Buy	14,770 +161	+1%	+$20K	0.43%	61
2026 Q1	$1.68M	Buy	14,609 +2,792	+24%	+$329K	0.44%	49
2025 Q4	$1.35M	Buy	11,817 +22	+0.2%	+$2.48K	0.38%	67
2025 Q3	$1.31M	Hold	11,795	–	–	0.36%	66
2025 Q2	$1.23M	Sell	11,795 -170	-1%	-$16.8K	0.38%	68
2025 Q1	$1.19M	Hold	11,965	–	–	0.41%	59
2024 Q4	$1.17M	Sell	11,965 -200	-2%	-$20K	0.39%	69
2024 Q3	$1.19M	Sell	12,165 -100	-0.8%	-$9.5K	0.42%	66
2024 Q2	$1.14M	Sell	12,265 -175	-1%	-$16.1K	0.43%	48
2024 Q1	$1.17M	Buy	+12,440	New	+$1.1M	0.56%	45
2023 Q1	–	Sell	-13,940	Closed	-$1.03K	–	194
2022 Q4	$1.03K	Buy	+13,940	New	+$1.03M	﹤0.01%	158

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

Empirical Asset Management's RWL Position: Q2 2026 in Review

Empirical Asset Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 1.1% in Q2 2026, buying an estimated $20K and bringing the position to 14,770 shares worth $1.89M. The position accounts for 0.43% of the portfolio, ranked #61.

Empirical Asset Management first reported a position in RWL in Q4 2022 and has held it in 11 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Empirical Asset Management held 14,770 shares of Invesco S&P 500 Revenue ETF worth $1.89M as of Q2 2026.
Empirical Asset Management bought 161 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $20K.
Invesco S&P 500 Revenue ETF made up 0.43% of Empirical Asset Management's portfolio in Q2 2026, its #61 holding.
Empirical Asset Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 11 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.