Legacy Advisory Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Legacy Advisory Services’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 Q3	$222K	Buy	+1,723	New	+$228K	0.16%	78

Other funds holding RWL

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Legacy Advisory Services's RWL Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q3 2026: 1,723 shares worth $222K. The stake represents 0.16% of the portfolio and ranks #78 among its holdings.

112 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Legacy Advisory Services held 1,723 shares of Invesco S&P 500 Revenue ETF worth $222K as of Q3 2026.
Invesco S&P 500 Revenue ETF was a new Legacy Advisory Services position in Q3 2026.
Invesco S&P 500 Revenue ETF made up 0.16% of Legacy Advisory Services's portfolio in Q3 2026, its #78 holding.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.