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

Lockerman 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	$357K	Buy	2,798 +100	+4%	+$12.4K	0.55%	47
2026 Q1	$310K	Buy	2,698 +74	+3%	+$8.73K	0.56%	59
2025 Q4	$300K	Buy	2,624 +2	+0.1%	+$225	0.58%	55
2025 Q3	$290K	Buy	2,622 +66	+3%	+$7.04K	0.37%	91
2025 Q2	$267K	Buy	2,556 +333	+15%	+$33K	0.36%	100
2025 Q1	$221K	Buy	2,223 +2	+0.1%	+$202	0.33%	107
2024 Q4	$217K	Buy	+2,221	New	+$223K	0.37%	96

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

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

Lockerman Financial Group increased its Invesco S&P 500 Revenue ETF (RWL) stake by 3.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,798 shares worth $357K. The position accounts for 0.55% of the portfolio, ranked #47.

Lockerman Financial Group first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Lockerman Financial Group held 2,798 shares of Invesco S&P 500 Revenue ETF worth $357K as of Q2 2026.
Lockerman Financial Group bought 100 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $12.4K.
Invesco S&P 500 Revenue ETF made up 0.55% of Lockerman Financial Group's portfolio in Q2 2026, its #47 holding.
Lockerman Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.