Essex Financial Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Essex Financial Services’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	$5.56M	Buy	43,507 +2,316	+6%	+$288K	0.28%	79
2026 Q1	$4.73M	Buy	41,191 +2,993	+8%	+$353K	0.27%	84
2025 Q4	$4.37M	Buy	38,198 +2,104	+6%	+$237K	0.25%	86
2025 Q3	$3.99M	Buy	36,094 +3,874	+12%	+$413K	0.24%	90
2025 Q2	$3.36M	Buy	32,220 +1,228	+4%	+$122K	0.22%	96
2025 Q1	$3.08M	Buy	30,992 +2,660	+9%	+$269K	0.22%	102
2024 Q4	$2.77M	Buy	28,332 +6,232	+28%	+$624K	0.2%	113
2024 Q3	$2.18M	Buy	22,100 +4,464	+25%	+$424K	0.16%	124
2024 Q2	$1.62M	Buy	17,636 +15,218	+629%	+$1.4M	0.12%	167
2024 Q1	$227K	Buy	+2,418	New	+$214K	0.02%	481

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

Essex Financial Services's RWL Position: Q2 2026 in Review

Essex Financial Services increased its Invesco S&P 500 Revenue ETF (RWL) stake by 5.6% in Q2 2026, buying an estimated $288K and bringing the position to 43,507 shares worth $5.56M. The position accounts for 0.28% of the portfolio, ranked #79.

Essex Financial Services first reported a position in RWL in Q1 2024 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Essex Financial Services held 43,507 shares of Invesco S&P 500 Revenue ETF worth $5.56M as of Q2 2026.
Essex Financial Services bought 2,316 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $288K.
Invesco S&P 500 Revenue ETF made up 0.28% of Essex Financial Services's portfolio in Q2 2026, its #79 holding.
Essex Financial Services first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.