KMG Fiduciary Partners’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
$954K Sell
9,143
-261
-3% -$27.2K 0.07% 186
2025
Q1
$934K Sell
9,404
-54
-0.6% -$5.36K 0.08% 185
2024
Q4
$926K Buy
9,458
+879
+10% +$86.1K 0.08% 182
2024
Q3
$841K Buy
+8,579
New +$841K 0.07% 186