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Marshall Financial Group (Maryland)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Marshall Financial Group (Maryland)’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 		$939K Buy
7,353
+13
+0.2% +$1.61K 0.14% 147
2026
Q1 		$843K Buy
7,340
+46
+0.6% +$5.43K 0.14% 141
2025
Q4 		$835K Sell
7,294
-245
-3% -$27.6K 0.16% 145
2025
Q3 		$834K Buy
7,539
+20
+0.3% +$2.13K 0.16% 150
2025
Q2 		$787K Sell
7,519
-8
-0.1% -$792 0.15% 157
2025
Q1 		$748K Sell
7,527
-6
-0.1% -$606 0.16% 147
2024
Q4 		$738K Buy
7,533
+3
+0% +$301 0.18% 137
2024
Q3 		$738K Buy
7,530
+6
+0.1% +$570 0.18% 142
2024
Q2 		$697K Buy
7,524
+587
+8% +$53.9K 0.19% 119
2024
Q1 		$650K Buy
6,937
+14
+0.2% +$1.24K 0.19% 120
2023
Q4 		$591K Buy
6,923
+3
+0% +$241 0.19% 124
2023
Q3 		$541K Buy
6,920
+21
+0.3% +$1.69K 0.19% 123
2023
Q2 		$552K Sell
6,899
-315
-4% -$24.2K 0.19% 122
2023
Q1 		$549K Sell
7,214
-553
-7% -$42.1K 0.2% 126
2022
Q4 		$574K Sell
7,767
-1,907
-20% -$141K 0.22% 121
2022
Q3 		$649K Sell
9,674
-23
-0.2% -$1.69K 0.27% 117
2022
Q2 		$678K Buy
9,697
+1,219
+14% +$92.3K 0.27% 123
2022
Q1 		$684K Sell
8,478
-172
-2% -$13.6K 0.28% 133
2021
Q4 		$692K Sell
8,650
-36
-0.4% -$2.78K 0.26% 134
2021
Q3 		$632K Sell
8,686
-158
-2% -$11.8K 0.33% 111
2021
Q2 		$652K Sell
8,844
-271
-3% -$19.8K 0.35% 103
2021
Q1 		$634K Sell
9,115
-259
-3% -$17.1K 0.38% 90
2020
Q4 		$584K Buy
+9,374
New +$551K 0.38% 86

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RWL Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.18% in Q2 2026, buying an estimated $1.61K and bringing the position to 7,353 shares worth $939K. The position accounts for 0.14% of the portfolio, ranked #147.

Marshall Financial Group (Maryland) first reported a position in RWL in Q4 2020 and has held it in 23 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Marshall Financial Group (Maryland) held 7,353 shares of Invesco S&P 500 Revenue ETF worth $939K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 13 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.61K.
  • Invesco S&P 500 Revenue ETF made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #147 holding.
  • Marshall Financial Group (Maryland) first reported a position in Invesco S&P 500 Revenue ETF in Q4 2020 and has held it in 23 quarters since.
  • 347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.