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

Investment Planning Advisors’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 Q1	$28M	Buy	243,712 +77,853	+47%	+$9.18M	7.71%	4
2025 Q4	$19M	Buy	165,859 +4,085	+3%	+$460K	5.53%	6
2025 Q3	$17.9M	Buy	161,774 +137,540	+568%	+$14.7M	5.63%	6
2025 Q2	$2.53M	Buy	24,234 +2,614	+12%	+$259K	0.89%	16
2025 Q1	$2.15M	Sell	21,620 -118,968	-85%	-$12M	0.87%	19
2024 Q4	$13.8M	Sell	140,588 -4,488	-3%	-$450K	6.01%	5
2024 Q3	$13.4M	Hold	145,076	–	–	6.86%	2
2024 Q2	$13.4M	Buy	+145,076	New	+$13.3M	6.86%	2

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investment Planning Advisors's RWL Position: Q1 2026 in Review

Investment Planning Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 47% in Q1 2026, buying an estimated $9.18M and bringing the position to 243,712 shares worth $28M. The position accounts for 7.71% of the portfolio, ranked #4.

Investment Planning Advisors first reported a position in RWL in Q2 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Investment Planning Advisors held 243,712 shares of Invesco S&P 500 Revenue ETF worth $28M as of Q1 2026.
Investment Planning Advisors bought 77,853 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $9.18M.
Invesco S&P 500 Revenue ETF made up 7.71% of Investment Planning Advisors's portfolio in Q1 2026, its #4 holding.
Investment Planning Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 8 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.