GoalVest Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

GoalVest Advisory’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	$42.4K	Hold	332	–	–	0.01%	226
2026 Q1	$38.1K	Buy	332 +109	+49%	+$12.9K	0.01%	254
2025 Q4	$25.5K	Buy	223 +174	+355%	+$19.6K	﹤0.01%	314
2025 Q3	$5.42K	Sell	49 -190	-79%	-$20.3K	﹤0.01%	358
2025 Q2	$24.9K	Sell	239 -70	-23%	-$6.93K	0.01%	258
2025 Q1	$30.7K	Hold	309	–	–	0.01%	212
2024 Q4	$30.3K	Sell	309 -349	-53%	-$35K	0.01%	218
2024 Q3	$64.5K	Buy	+658	New	+$62.5K	0.02%	171

Other funds holding RWL

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return