Marks Group Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Marks Group Wealth Management’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	$322K	Hold	2,520	–	–	0.03%	311
2026 Q1	$290K	Hold	2,520	–	–	0.03%	295
2025 Q4	$289K	Hold	2,520	–	–	0.03%	291
2025 Q3	$279K	Hold	2,520	–	–	0.03%	266
2025 Q2	$263K	Hold	2,520	–	–	0.02%	267
2025 Q1	$250K	Hold	2,520	–	–	0.02%	282
2024 Q4	$247K	Hold	2,520	–	–	0.02%	272
2024 Q3	$247K	Buy	+2,520	New	+$239K	0.02%	275

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

Marks Group Wealth Management's RWL Position: Q2 2026 in Review

Marks Group Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 2,520 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #311.

Marks Group Wealth Management first reported a position in RWL in Q3 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Marks Group Wealth Management held 2,520 shares of Invesco S&P 500 Revenue ETF worth $322K as of Q2 2026.
Marks Group Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #311 holding.
Marks Group Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.