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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
Q3 		$268K Hold
2,080
– – 0.13% 73
2026
Q2 		$266K Hold
2,080
– – 0.14% 73
2026
Q1 		$239K Buy
+2,080
New +$245K 0.14% 69

Other funds holding RWL

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

McHugh Group's RWL Position: Q3 2026 in Review

McHugh Group held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2026 at 2,080 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #73.

McHugh Group first reported a position in RWL in Q1 2026 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • McHugh Group held 2,080 shares of Invesco S&P 500 Revenue ETF worth $268K as of Q3 2026.
  • McHugh Group left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Revenue ETF made up 0.13% of McHugh Group's portfolio in Q3 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 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.