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&Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

&Partners’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 		$8.7M Buy
68,211
+51,125
+299% +$6.35M 0.04% 418
2026
Q1 		$1.96M Sell
17,086
-1,149
-6% -$136K 0.01% 916
2025
Q4 		$2.09M Sell
18,235
-3,634
-17% -$409K 0.01% 835
2025
Q3 		$2.42M Sell
21,869
-490
-2% -$52.3K 0.02% 680
2025
Q2 		$2.33M Buy
22,359
+383
+2% +$37.9K 0.02% 607
2025
Q1 		$2.15M Sell
21,976
-236
-1% -$23.8K 0.02% 514
2024
Q4 		$2.2M Buy
22,212
+8,648
+64% +$867K 0.03% 472
2024
Q3 		$1.33M Buy
+13,564
New +$1.29M 0.03% 463

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners's RWL Position: Q2 2026 in Review

&Partners increased its Invesco S&P 500 Revenue ETF (RWL) stake by 299% in Q2 2026, buying an estimated $6.35M and bringing the position to 68,211 shares worth $8.7M. The position accounts for 0.04% of the portfolio, ranked #418.

&Partners first reported a position in RWL in Q3 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • &Partners held 68,211 shares of Invesco S&P 500 Revenue ETF worth $8.7M as of Q2 2026.
  • &Partners bought 51,125 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $6.35M.
  • Invesco S&P 500 Revenue ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #418 holding.
  • &Partners first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
  • 347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.