Physician Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Physician Wealth Advisors’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	–	Sell	-9	Closed	-$1.07K	–	2439
2026 Q1	$1.07K	Hold	9	–	–	﹤0.01%	1643
2025 Q4	$1.06K	Hold	9	–	–	﹤0.01%	1592
2025 Q3	$1.02K	Hold	9	–	–	﹤0.01%	1563
2025 Q2	$960	Hold	9	–	–	﹤0.01%	1458
2025 Q1	$911	Hold	9	–	–	﹤0.01%	1151
2024 Q4	$895	Buy	+9	New	+$902	﹤0.01%	971

Other funds holding RWL

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFS

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

CCA

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

PAL

PRAIRIE ADVISORY, LLC Leawood, Kansas $426M AUM

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

KDA

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

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

Physician Wealth Advisors's RWL Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2026, closing a stake of 9 shares — an estimated $1.07K sold.

Physician Wealth Advisors first reported a position in RWL in Q4 2024 and held it in 6 quarters. The position peaked at $1.07K in Q1 2026. 66 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Physician Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 9 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.07K.
Physician Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and held it in 6 quarters.
Physician Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $1.07K in Q1 2026.
66 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.