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

MTM 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	$3M	Buy	23,446 +1,797	+8%	+$223K	1.28%	22
2026 Q1	$2.49M	Buy	21,649 +2,690	+14%	+$317K	1.17%	24
2025 Q4	$2.17M	Buy	18,959 +2,479	+15%	+$279K	1.04%	28
2025 Q3	$1.82M	Buy	16,480 +2,995	+22%	+$319K	0.9%	30
2025 Q2	$1.41M	Buy	13,485 +3,531	+35%	+$349K	0.76%	32
2025 Q1	$989K	Buy	9,954 +2,229	+29%	+$225K	0.58%	35
2024 Q4	$756K	Buy	7,725 +2,375	+44%	+$238K	0.45%	38
2024 Q3	$525K	Buy	5,350 +987	+23%	+$93.8K	0.32%	43
2024 Q2	$404K	Buy	4,363 +865	+25%	+$79.4K	0.26%	47
2024 Q1	$328K	Buy	+3,498	New	+$309K	0.22%	50

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

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

MTM Financial Group increased its Invesco S&P 500 Revenue ETF (RWL) stake by 8.3% in Q2 2026, buying an estimated $223K and bringing the position to 23,446 shares worth $3M. The position accounts for 1.28% of the portfolio, ranked #22.

MTM Financial Group first reported a position in RWL in Q1 2024 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

MTM Financial Group held 23,446 shares of Invesco S&P 500 Revenue ETF worth $3M as of Q2 2026.
MTM Financial Group bought 1,797 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $223K.
Invesco S&P 500 Revenue ETF made up 1.28% of MTM Financial Group's portfolio in Q2 2026, its #22 holding.
MTM Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.