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

Institute for 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	$24.3K	Buy	+190	New	+$23.6K	﹤0.01%	1070

Other funds holding RWL

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Institute for Wealth Management's RWL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 190 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings.

229 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Institute for Wealth Management held 190 shares of Invesco S&P 500 Revenue ETF worth $24.3K as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1070 holding.
229 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.