Harbor Asset Planning’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Harbor Asset Planning’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 Q1	$4.32M	Buy	37,578 +2,243	+6%	+$265K	3.63%	5
2025 Q4	$4.05M	Buy	35,335 +2,230	+7%	+$251K	3.46%	5
2025 Q3	$3.66M	Buy	33,105 +158	+0.5%	+$16.9K	3.28%	5
2025 Q2	$3.44M	Buy	+32,947	New	+$3.26M	3.28%	5

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbor Asset Planning's RWL Position: Q1 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Revenue ETF (RWL) stake by 6.3% in Q1 2026, buying an estimated $265K and bringing the position to 37,578 shares worth $4.32M. The position accounts for 3.63% of the portfolio, ranked #5.

Harbor Asset Planning first reported a position in RWL in Q2 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Harbor Asset Planning held 37,578 shares of Invesco S&P 500 Revenue ETF worth $4.32M as of Q1 2026.
Harbor Asset Planning bought 2,243 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $265K.
Invesco S&P 500 Revenue ETF made up 3.63% of Harbor Asset Planning's portfolio in Q1 2026, its #5 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 4 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.