KFP
RWL icon

KMG Fiduciary Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

KMG Fiduciary Partners’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 		$1.17M Buy
9,193
+47
+0.5% +$5.84K 0.11% 118
2026
Q1 		$1.05M Buy
9,146
+45
+0.5% +$5.31K 0.08% 165
2025
Q4 		$1.04M Buy
9,101
+90
+1% +$10.1K 0.07% 163
2025
Q3 		$997K Sell
9,011
-132
-1% -$14.1K 0.07% 188
2025
Q2 		$954K Sell
9,143
-261
-3% -$25.8K 0.07% 186
2025
Q1 		$934K Sell
9,404
-54
-0.6% -$5.46K 0.08% 185
2024
Q4 		$926K Buy
9,458
+879
+10% +$88.1K 0.08% 182
2024
Q3 		$841K Buy
+8,579
New +$815K 0.07% 186

Other funds holding RWL

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return