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McHugh Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

McHugh Group’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 		$266K Hold
2,080
– – 0.14% 73
2026
Q1 		$239K Buy
+2,080
New +$245K 0.14% 69

Other funds holding RWL

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

McHugh Group's RWL Position: Q2 2026 in Review

McHugh Group held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 2,080 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #73.

McHugh Group first reported a position in RWL in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • McHugh Group held 2,080 shares of Invesco S&P 500 Revenue ETF worth $266K as of Q2 2026.
  • McHugh Group left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Revenue ETF made up 0.14% of McHugh Group's portfolio in Q2 2026, its #73 holding.
  • McHugh Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.