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 Q2	$86.2K	Hold	674	–	–	0.05%	153
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 $1.26T 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

Mark Sheptoff Financial Planning's RWL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 674 shares worth $86.2K. The position accounts for 0.05% of the portfolio, ranked #153.

Mark Sheptoff Financial Planning first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Mark Sheptoff Financial Planning held 674 shares of Invesco S&P 500 Revenue ETF worth $86.2K as of Q2 2026.
Mark Sheptoff Financial Planning left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #153 holding.
Mark Sheptoff Financial Planning first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 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 Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.