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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Buy	13,364 +783	+6%	+$81.7K	0.4%	48
2025 Q1	$1.25M	Buy	+12,581	New	+$1.25M	0.42%	45
2024 Q1	–	Sell	-2,577	Closed	-$220K	–	122
2023 Q4	$220K	Buy	+2,577	New	+$220K	0.19%	111