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

Oxford Wealth 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	$6.95M	Buy	54,367 +8,012	+17%	+$995K	3.11%	8
2026 Q1	$5.33M	Sell	46,355 -7,192	-13%	-$848K	2.91%	9
2025 Q4	$6.13M	Buy	+53,547	New	+$6.03M	2.98%	8

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

Oxford Wealth Group's RWL Position: Q2 2026 in Review

Oxford Wealth Group increased its Invesco S&P 500 Revenue ETF (RWL) stake by 17% in Q2 2026, buying an estimated $995K and bringing the position to 54,367 shares worth $6.95M. The position accounts for 3.11% of the portfolio, ranked #8.

Oxford Wealth Group first reported a position in RWL in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Oxford Wealth Group held 54,367 shares of Invesco S&P 500 Revenue ETF worth $6.95M as of Q2 2026.
Oxford Wealth Group bought 8,012 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $995K.
Invesco S&P 500 Revenue ETF made up 3.11% of Oxford Wealth Group's portfolio in Q2 2026, its #8 holding.
Oxford Wealth Group first reported a position in Invesco S&P 500 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.