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Legacy Capital Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Legacy Capital Wealth 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 		$9.35M Buy
79,115
+408
+0.5% +$50.7K 1.79% 6
2026
Q1 		$8.36M Buy
78,707
+6,190
+9% +$730K 1.72% 7
2025
Q4 		$7.63M Sell
72,517
-2,830
-4% -$319K 1.64% 9
2025
Q3 		$7.71M Sell
75,347
-597
-0.8% -$63.7K 1.68% 10
2025
Q2 		$7.39M Sell
75,944
-4,426
-6% -$438K 1.68% 9
2025
Q1 		$7.47M Sell
80,370
-13,155
-14% -$1.33M 1.84% 9
2024
Q4 		$8.66M Sell
93,525
-20,890
-18% -$2.09M 2.14% 6
2024
Q3 		$10.8M Buy
114,415
+24,800
+28% +$2.36M 2.15% 8
2024
Q2 		$8.3M Buy
+89,615
New +$8.23M 2.11% 6
2024
Q1 		– Sell
-108,768
Closed -$9.28M – 291
2023
Q4 		$9.28M Sell
108,768
-9,543
-8% -$765K 2.63% 6
2023
Q3 		$9.24M Buy
118,311
+35,450
+43% +$2.86M 2.54% 7
2023
Q2 		$6.63M Sell
82,861
-53,954
-39% -$4.14M 5.51% 6
2023
Q1 		$10.4M Sell
136,815
-4,353
-3% -$331K 2.84% 8
2022
Q4 		$10.4M Buy
141,168
+1,407
+1% +$104K 4.99% 6
2022
Q3 		$9.38M Sell
139,761
-553
-0.4% -$40.7K 4.98% 6
2022
Q2 		$9.8M Sell
140,314
-599
-0.4% -$45.4K 4.93% 7
2022
Q1 		$11.4M Sell
140,913
-39,464
-22% -$3.12M 4.88% 7
2021
Q4 		$14.4M Buy
180,377
+1,583
+0.9% +$122K 5.93% 8
2021
Q3 		$13M Buy
178,794
+34,004
+23% +$2.53M 5.09% 8
2021
Q2 		$10.7M Buy
+144,790
New +$10.6M 5.75% 8

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legacy Capital Wealth Partners's RWL Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.52% in Q2 2026, buying an estimated $50.7K and bringing the position to 79,115 shares worth $9.35M. The position accounts for 1.79% of the portfolio, ranked #6.

Legacy Capital Wealth Partners first reported a position in RWL in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.4M in Q4 2021. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Legacy Capital Wealth Partners held 79,115 shares of Invesco S&P 500 Revenue ETF worth $9.35M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 408 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $50.7K.
  • Invesco S&P 500 Revenue ETF made up 1.79% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Legacy Capital Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2021 and has held it in 20 quarters since.
  • Legacy Capital Wealth Partners's Invesco S&P 500 Revenue ETF position peaked at $14.4M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.