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

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

KMG Fiduciary Partners's RWL Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.51% in Q2 2026, buying an estimated $5.84K and bringing the position to 9,193 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #118.

KMG Fiduciary Partners first reported a position in RWL in Q3 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

KMG Fiduciary Partners held 9,193 shares of Invesco S&P 500 Revenue ETF worth $1.17M as of Q2 2026.
KMG Fiduciary Partners bought 47 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $5.84K.
Invesco S&P 500 Revenue ETF made up 0.11% of KMG Fiduciary Partners's portfolio in Q2 2026, its #118 holding.
KMG Fiduciary Partners first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.