Petix & Botte Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Petix & Botte Financial’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	$14M	Buy	109,836 +58,348	+113%	+$7.25M	2.82%	11
2026 Q1	$11.8M	Sell	51,488 -40,680	-44%	-$4.8M	2.64%	13
2025 Q4	$10.6M	Buy	92,168 +14,358	+18%	+$1.62M	2.39%	17
2025 Q3	$8.61M	Buy	77,810 +10,217	+15%	+$1.09M	1.99%	19
2025 Q2	$7.05M	Buy	67,593 +8,515	+14%	+$843K	1.73%	23
2025 Q1	$5.87M	Buy	59,078 +16,358	+38%	+$1.65M	1.55%	25
2024 Q4	$4.18M	Buy	+42,720	New	+$4.28M	1.1%	29

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

Petix & Botte Financial's RWL Position: Q2 2026 in Review

Petix & Botte Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 113% in Q2 2026, buying an estimated $7.25M and bringing the position to 109,836 shares worth $14M. The position accounts for 2.82% of the portfolio, ranked #11.

Petix & Botte Financial first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Petix & Botte Financial held 109,836 shares of Invesco S&P 500 Revenue ETF worth $14M as of Q2 2026.
Petix & Botte Financial bought 58,348 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $7.25M.
Invesco S&P 500 Revenue ETF made up 2.82% of Petix & Botte Financial's portfolio in Q2 2026, its #11 holding.
Petix & Botte Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.