Investment Planning Advisors’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	$2.53M	Buy	24,234 +2,614	+12%	+$273K	0.89%	16
2025 Q1	$2.15M	Sell	21,620 -118,968	-85%	-$11.8M	0.87%	19
2024 Q4	$13.8M	Sell	140,588 -4,488	-3%	-$439K	6.01%	5
2024 Q3	$13.4M	Hold	145,076	–	–	6.86%	2
2024 Q2	$13.4M	Buy	+145,076	New	+$13.4M	6.86%	2