Garden State Investment Advisory Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Garden State Investment Advisory 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	$5.61M	Sell	43,942 -13,034	-23%	-$1.62M	1.02%	22
2026 Q1	$6.55M	Buy	56,976 +2,172	+4%	+$256K	1.44%	14
2025 Q4	$6.28M	Buy	54,804 +38,252	+231%	+$4.31M	1.38%	15
2025 Q3	$1.83M	Buy	16,552 +4,990	+43%	+$532K	0.41%	61
2025 Q2	$1.21M	Buy	+11,562	New	+$1.14M	0.3%	71

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

Garden State Investment Advisory Services's RWL Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 23% in Q2 2026, selling an estimated $1.62M and leaving 43,942 shares worth $5.61M. The position accounts for 1.02% of the portfolio, ranked #22.

Garden State Investment Advisory Services first reported a position in RWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.55M in Q1 2026. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Garden State Investment Advisory Services held 43,942 shares of Invesco S&P 500 Revenue ETF worth $5.61M as of Q2 2026.
Garden State Investment Advisory Services sold 13,034 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.62M.
Invesco S&P 500 Revenue ETF made up 1.02% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #22 holding.
Garden State Investment Advisory Services first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 5 quarters since.
Garden State Investment Advisory Services's Invesco S&P 500 Revenue ETF position peaked at $6.55M in Q1 2026.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.