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 Q2	$4.86M	Buy	38,065 +487	+1%	+$60.5K	3.65%	5
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 $1.26T 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

Harbor Asset Planning's RWL Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Revenue ETF (RWL) stake by 1.3% in Q2 2026, buying an estimated $60.5K and bringing the position to 38,065 shares worth $4.86M. The position accounts for 3.65% of the portfolio, ranked #5.

Harbor Asset Planning first reported a position in RWL in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Harbor Asset Planning held 38,065 shares of Invesco S&P 500 Revenue ETF worth $4.86M as of Q2 2026.
Harbor Asset Planning bought 487 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $60.5K.
Invesco S&P 500 Revenue ETF made up 3.65% of Harbor Asset Planning's portfolio in Q2 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 5 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.