Golden State Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Golden State Wealth Management’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	$2.29M	Buy	17,904 +1,291	+8%	+$160K	0.21%	105
2026 Q1	$1.91M	Sell	16,613 -1,803	-10%	-$213K	0.21%	100
2025 Q4	$2.11M	Sell	18,416 -3,393	-16%	-$382K	0.22%	89
2025 Q3	$2.41M	Sell	21,809 -924	-4%	-$98.5K	0.27%	73
2025 Q2	$2.37M	Buy	22,733 +6,354	+39%	+$629K	0.29%	69
2025 Q1	$1.63M	Buy	16,379 +9,238	+129%	+$933K	0.24%	81
2024 Q4	$699K	Buy	+7,141	New	+$716K	0.1%	156

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

Golden State Wealth Management's RWL Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 7.8% in Q2 2026, buying an estimated $160K and bringing the position to 17,904 shares worth $2.29M. The position accounts for 0.21% of the portfolio, ranked #105.

Golden State Wealth Management first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q3 2025. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Golden State Wealth Management held 17,904 shares of Invesco S&P 500 Revenue ETF worth $2.29M as of Q2 2026.
Golden State Wealth Management bought 1,291 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $160K.
Invesco S&P 500 Revenue ETF made up 0.21% of Golden State Wealth Management's portfolio in Q2 2026, its #105 holding.
Golden State Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $2.41M in Q3 2025.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.