Nova Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Nova Wealth Management’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	$1.73M	Buy	13,548 +6,041	+80%	+$750K	0.96%	27
2026 Q1	$863K	Buy	7,507 +1,899	+34%	+$224K	0.56%	61
2025 Q4	$642K	Sell	5,608 -387	-6%	-$43.6K	0.44%	66
2025 Q3	$663K	Sell	5,995 -1,393	-19%	-$149K	0.47%	58
2025 Q2	$770K	Sell	7,388 -154	-2%	-$15.2K	0.57%	44
2025 Q1	$748K	Buy	7,542 +1,312	+21%	+$133K	0.65%	44
2024 Q4	$610K	Buy	+6,230	New	+$624K	0.53%	46

Other funds holding RWL

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return