Kingswood Wealth 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	$4.61M	Sell	44,221 -1,899	-4%	-$198K	0.36%	55
2025 Q1	$4.58M	Buy	46,120 +502	+1%	+$49.9K	0.42%	41
2024 Q4	$4.47M	Buy	45,618 +21,541	+89%	+$2.11M	0.34%	55
2024 Q3	$2.36M	Buy	24,077 +21,238	+748%	+$2.08M	0.17%	136
2024 Q2	$263K	Buy	+2,839	New	+$263K	0.02%	562