BFC Planning, Inc.’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

BFC Planning, Inc.’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	$2.92M	Sell	22,849 -78	-0.3%	-$9.7K	0.12%	183
2026 Q1	$2.63M	Sell	22,927 -1,751	-7%	-$207K	0.12%	172
2025 Q4	$2.83M	Buy	24,678 +998	+4%	+$112K	0.12%	166
2025 Q3	$2.62M	Buy	23,680 +454	+2%	+$48.4K	0.19%	97
2025 Q2	$2.42M	Buy	23,226 +59	+0.3%	+$5.84K	0.19%	99
2025 Q1	$2.3M	Sell	23,167 -40	-0.2%	-$4.04K	0.2%	92
2024 Q4	$2.27M	Buy	+23,207	New	+$2.33M	0.19%	97

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 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

BFC Planning, Inc.'s RWL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.34% in Q2 2026, selling an estimated $9.7K and leaving 22,849 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #183.

BFC Planning, Inc. first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

BFC Planning, Inc. held 22,849 shares of Invesco S&P 500 Revenue ETF worth $2.92M as of Q2 2026.
BFC Planning, Inc. sold 78 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $9.7K.
Invesco S&P 500 Revenue ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #183 holding.
BFC Planning, Inc. first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.