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

Planning Strategies’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	$48.7K	Buy	+381	New	+$47.3K	0.03%	159

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Planning Strategies's RWL Position: Q2 2026 in Review

Planning Strategies opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 381 shares worth $48.7K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings.

335 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Planning Strategies held 381 shares of Invesco S&P 500 Revenue ETF worth $48.7K as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Planning Strategies position in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #159 holding.
335 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.