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

Focus Partners 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	$4.62M	Sell	36,191 -121	-0.3%	-$15K	﹤0.01%	997
2026 Q1	$4.17M	Sell	36,312 -59	-0.2%	-$6.96K	﹤0.01%	1004
2025 Q4	$4.16M	Sell	36,371 -2,071	-5%	-$233K	﹤0.01%	1011
2025 Q3	$4.25M	Buy	38,442 +9,032	+31%	+$963K	0.01%	798
2025 Q2	$3.07M	Sell	29,410 -8,528	-22%	-$844K	0.01%	799
2025 Q1	$3.77M	Buy	37,938 +7,795	+26%	+$787K	0.01%	708
2024 Q4	$2.95M	Hold	30,143	–	–	0.01%	752
2024 Q3	$2.96M	Buy	+30,143	New	+$2.86M	0.01%	682

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

Focus Partners Wealth's RWL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.33% in Q2 2026, selling an estimated $15K and leaving 36,191 shares worth $4.62M. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Focus Partners Wealth first reported a position in RWL in Q3 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Focus Partners Wealth held 36,191 shares of Invesco S&P 500 Revenue ETF worth $4.62M as of Q2 2026.
Focus Partners Wealth sold 121 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $15K.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #997 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.