Larson Financial Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Larson Financial Group’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	$3.83K	Hold	30	–	–	﹤0.01%	2873
2026 Q1	$3.45K	Hold	30	–	–	﹤0.01%	2771
2025 Q4	$3.44K	Hold	30	–	–	﹤0.01%	2610
2025 Q3	$3.32K	Buy	+30	New	+$3.2K	﹤0.01%	2511

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

Larson Financial Group's RWL Position: Q2 2026 in Review

Larson Financial Group held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 30 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Larson Financial Group first reported a position in RWL in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Larson Financial Group held 30 shares of Invesco S&P 500 Revenue ETF worth $3.83K as of Q2 2026.
Larson Financial Group left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2873 holding.
Larson Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.