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

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

GoalVest Advisory's RWL Position: Q2 2026 in Review

GoalVest Advisory held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 332 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #226.

GoalVest Advisory first reported a position in RWL in Q3 2024 and has held it in 8 quarters since. The position peaked at $64.5K in Q3 2024. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

GoalVest Advisory held 332 shares of Invesco S&P 500 Revenue ETF worth $42.4K as of Q2 2026.
GoalVest Advisory left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #226 holding.
GoalVest Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
GoalVest Advisory's Invesco S&P 500 Revenue ETF position peaked at $64.5K in Q3 2024.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.