IFG Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

IFG 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	$6.8M	Buy	+53,259	New	+$6.61M	0.24%	106
2026 Q1	–	Sell	-1,861	Closed	-$213K	–	765
2025 Q4	$213K	Buy	1,861 +7	+0.4%	+$789	0.01%	720
2025 Q3	$205K	Buy	+1,854	New	+$198K	0.01%	747
2018 Q4	–	Sell	-22,845	Closed	-$1.26M	–	364
2018 Q3	$1.26M	Buy	22,845 +1,813	+9%	+$96.4K	0.24%	101
2018 Q2	$1.12M	Buy	21,032 +9,172	+77%	+$467K	0.23%	100
2018 Q1	$662K	Buy	+11,860	New	+$617K	0.15%	143

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

IFG Advisory's RWL Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 53,259 shares worth $6.8M. The stake represents 0.24% of the portfolio and ranks #106 among its holdings. This is a return to the name: IFG Advisory previously reported a position in RWL as recently as Q4 2025.

IFG Advisory first reported a position in RWL in Q1 2018 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

IFG Advisory held 53,259 shares of Invesco S&P 500 Revenue ETF worth $6.8M as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.24% of IFG Advisory's portfolio in Q2 2026, its #106 holding.
IFG Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q1 2018 and has held it in 6 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.