Mark Sheptoff Financial Planning’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$83.3K	Buy	674 +333	+98%	+$39.3K	0.04%	149
2025 Q4	$39.1K	Hold	341	–	–	0.02%	211
2025 Q3	$37.8K	Hold	341	–	–	0.02%	213
2025 Q2	$35.6K	Buy	341 +99	+41%	+$9.8K	0.02%	210
2025 Q1	$24K	Buy	+242	New	+$24.4K	0.01%	230

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's RWL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Invesco S&P 500 Revenue ETF (RWL) stake by 98% in Q1 2026, buying an estimated $39.3K and bringing the position to 674 shares worth $83.3K. The position accounts for 0.04% of the portfolio, ranked #149.

Mark Sheptoff Financial Planning first reported a position in RWL in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Mark Sheptoff Financial Planning held 674 shares of Invesco S&P 500 Revenue ETF worth $83.3K as of Q1 2026.
Mark Sheptoff Financial Planning bought 333 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $39.3K.
Invesco S&P 500 Revenue ETF made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #149 holding.
Mark Sheptoff Financial Planning first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 5 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.