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

Merit Financial 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	$24.7M	Buy	193,496 +4,756	+3%	+$591K	0.15%	120
2026 Q1	$21.7M	Buy	188,740 +13,492	+8%	+$1.59M	0.16%	114
2025 Q4	$20.1M	Buy	175,248 +7,158	+4%	+$806K	0.16%	112
2025 Q3	$18.6M	Buy	168,090 +4,969	+3%	+$530K	0.17%	104
2025 Q2	$17M	Sell	163,121 -17,419	-10%	-$1.72M	0.19%	89
2025 Q1	$17.9M	Buy	180,540 +13,322	+8%	+$1.35M	0.27%	71
2024 Q4	$16.4M	Buy	167,218 +127,642	+323%	+$12.8M	0.29%	65
2024 Q3	$3.88M	Buy	39,576 +145	+0.4%	+$13.8K	0.09%	181
2024 Q2	$3.65M	Buy	39,431 +141	+0.4%	+$12.9K	0.08%	188
2024 Q1	$3.56M	Buy	39,290 +149	+0.4%	+$13.2K	0.08%	182
2023 Q4	$3.34M	Buy	39,141 +739	+2%	+$59.3K	0.1%	136
2023 Q3	$3M	Buy	38,402 +621	+2%	+$50.1K	0.1%	159
2023 Q2	$3.02M	Buy	37,781 +517	+1%	+$39.7K	0.1%	161
2023 Q1	$2.84M	Buy	37,264 +175	+0.5%	+$13.3K	0.1%	151
2022 Q4	$2.74M	Buy	37,089 +422	+1%	+$31.2K	0.1%	153
2022 Q3	$2.46M	Buy	+36,667	New	+$2.7M	0.11%	134

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

Merit Financial Group's RWL Position: Q2 2026 in Review

Merit Financial Group increased its Invesco S&P 500 Revenue ETF (RWL) stake by 2.5% in Q2 2026, buying an estimated $591K and bringing the position to 193,496 shares worth $24.7M. The position accounts for 0.15% of the portfolio, ranked #120.

Merit Financial Group first reported a position in RWL in Q3 2022 and has held it in 16 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Merit Financial Group held 193,496 shares of Invesco S&P 500 Revenue ETF worth $24.7M as of Q2 2026.
Merit Financial Group bought 4,756 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $591K.
Invesco S&P 500 Revenue ETF made up 0.15% of Merit Financial Group's portfolio in Q2 2026, its #120 holding.
Merit Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2022 and has held it in 16 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.