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

IHT 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 		$2.13M Sell
16,690
-8,290
-33% -$1.03M 0.05% 378
2026
Q1 		$2.87M Sell
24,980
-124
-0.5% -$14.6K 0.07% 292
2025
Q4 		$2.87M Buy
25,104
+2,921
+13% +$329K 0.07% 271
2025
Q3 		$2.45M Buy
22,183
+893
+4% +$95.2K 0.06% 289
2025
Q2 		$2.22M Sell
21,290
-388
-2% -$38.4K 0.06% 295
2025
Q1 		$2.15M Sell
21,678
-318
-1% -$32.1K 0.07% 276
2024
Q4 		$2.15M Sell
21,996
-11,258
-34% -$1.13M 0.07% 258
2024
Q3 		$3.26M Buy
33,254
+14,100
+74% +$1.34M 0.09% 223
2024
Q2 		$1.77M Buy
19,154
+2,108
+12% +$194K 0.07% 277
2024
Q1 		$1.6M Sell
17,046
-216
-1% -$19.1K 0.06% 310
2023
Q4 		$1.47M Sell
17,262
-40
-0.2% -$3.21K 0.07% 290
2023
Q3 		$1.35M Sell
17,302
-401
-2% -$32.3K 0.07% 277
2023
Q2 		$1.42M Sell
17,703
-475
-3% -$36.4K 0.07% 259
2023
Q1 		$1.38M Buy
18,178
+2,313
+15% +$176K 0.08% 239
2022
Q4 		$1.17M Sell
15,865
-2,382
-13% -$176K 0.07% 269
2022
Q3 		$1.23M Buy
18,247
+10,317
+130% +$759K 0.09% 237
2022
Q2 		$554K Sell
7,930
-187
-2% -$14.2K 0.05% 369
2022
Q1 		$655K Buy
+8,117
New +$641K 0.05% 340
2018
Q2 		– Sell
-16,216
Closed -$789K – 1158
2018
Q1 		$789K Sell
16,216
-120
-0.7% -$6.24K 0.21% 127
2017
Q4 		$861K Buy
+16,336
New +$807K 0.23% 114

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IHT Wealth Management's RWL Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 33% in Q2 2026, selling an estimated $1.03M and leaving 16,690 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #378.

IHT Wealth Management first reported a position in RWL in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.26M in Q3 2024. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • IHT Wealth Management held 16,690 shares of Invesco S&P 500 Revenue ETF worth $2.13M as of Q2 2026.
  • IHT Wealth Management sold 8,290 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.03M.
  • Invesco S&P 500 Revenue ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #378 holding.
  • IHT Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2017 and has held it in 20 quarters since.
  • IHT Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $3.26M in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.