Lowery Thomas LLC’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Lowery Thomas LLC’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	$238K	Buy	1,862 +6	+0.3%	+$745	0.12%	56
2026 Q1	$213K	Buy	1,856 +7	+0.4%	+$826	0.12%	54
2025 Q4	$212K	Buy	1,849 +6	+0.3%	+$676	0.12%	55
2025 Q3	$204K	Buy	+1,843	New	+$197K	0.12%	55
2025 Q1	–	Sell	-2,122	Closed	-$208K	–	60
2024 Q4	$208K	Buy	2,122 +7	+0.3%	+$701	0.14%	55
2024 Q3	$207K	Buy	+2,115	New	+$201K	0.14%	51

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

Lowery Thomas LLC's RWL Position: Q2 2026 in Review

Lowery Thomas LLC increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.32% in Q2 2026, buying an estimated $745 and bringing the position to 1,862 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #56.

Lowery Thomas LLC first reported a position in RWL in Q3 2024 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Lowery Thomas LLC held 1,862 shares of Invesco S&P 500 Revenue ETF worth $238K as of Q2 2026.
Lowery Thomas LLC bought 6 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $745.
Invesco S&P 500 Revenue ETF made up 0.12% of Lowery Thomas LLC's portfolio in Q2 2026, its #56 holding.
Lowery Thomas LLC first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 6 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.