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

Kingsview 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	$4.59M	Buy	35,961 +9,343	+35%	+$1.16M	0.06%	321
2026 Q1	$3.06M	Buy	26,618 +8,637	+48%	+$1.02M	0.04%	416
2025 Q4	$2.06M	Sell	17,981 -3,838	-18%	-$432K	0.03%	469
2025 Q3	$2.41M	Sell	21,819 -29,144	-57%	-$3.11M	0.04%	424
2025 Q2	$5.31M	Buy	50,963 +4,087	+9%	+$404K	0.09%	229
2025 Q1	$4.66M	Buy	46,876 +23,750	+103%	+$2.4M	0.09%	228
2024 Q4	$2.26M	Buy	23,126 +20,384	+743%	+$2.04M	0.04%	361
2024 Q3	$269K	Sell	2,742 -25	-0.9%	-$2.38K	0.01%	924
2024 Q2	$256K	Buy	2,767 +209	+8%	+$19.2K	0.01%	896
2024 Q1	$240K	Hold	2,558	–	–	0.01%	903
2023 Q4	$218K	Buy	+2,558	New	+$205K	0.01%	874
2022 Q2	–	Sell	-2,554	Closed	-$206K	–	905
2022 Q1	$206K	Hold	2,554	–	–	0.01%	813
2021 Q4	$204K	Buy	+2,554	New	+$197K	0.01%	854
2020 Q1	–	Sell	-7,378	Closed	-$430K	–	566
2019 Q4	$430K	Hold	7,378	–	–	0.05%	308
2019 Q3	$398K	Hold	7,378	–	–	0.06%	293
2019 Q2	$394K	Hold	7,378	–	–	0.07%	278
2019 Q1	$381K	Hold	7,378	–	–	0.06%	305
2018 Q4	$343K	Hold	7,378	–	–	0.07%	265
2018 Q3	$400K	Hold	7,378	–	–	0.08%	248
2018 Q2	$375K	Hold	7,378	–	–	0.09%	236
2018 Q1	$368K	Hold	7,378	–	–	0.09%	235
2017 Q4	$379K	Buy	+7,378	New	+$364K	0.14%	211

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

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

Kingsview Wealth Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 35% in Q2 2026, buying an estimated $1.16M and bringing the position to 35,961 shares worth $4.59M. The position accounts for 0.06% of the portfolio, ranked #321.

Kingsview Wealth Management first reported a position in RWL in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.31M in Q2 2025. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Kingsview Wealth Management held 35,961 shares of Invesco S&P 500 Revenue ETF worth $4.59M as of Q2 2026.
Kingsview Wealth Management bought 9,343 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.16M.
Invesco S&P 500 Revenue ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #321 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2017 and has held it in 22 quarters since.
Kingsview Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $5.31M in Q2 2025.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.