Redwood Financial Network’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Redwood Financial Network’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	$1.41M	Buy	11,029 +300	+3%	+$37.3K	0.78%	34
2026 Q1	$1.23M	Buy	10,729 +298	+3%	+$35.2K	0.81%	32
2025 Q4	$1.19M	Buy	10,431 +1,955	+23%	+$220K	0.76%	33
2025 Q3	$938K	Buy	8,476 +880	+12%	+$93.8K	0.59%	50
2025 Q2	$792K	Sell	7,596 -79	-1%	-$7.82K	0.54%	51
2025 Q1	$762K	Buy	7,675 +1,559	+25%	+$157K	0.58%	46
2024 Q4	$599K	Buy	6,116 +565	+10%	+$56.6K	0.45%	66
2024 Q3	$544K	Buy	5,551 +425	+8%	+$40.4K	0.43%	76
2024 Q2	$475K	Buy	5,126 +790	+18%	+$72.5K	0.4%	81
2024 Q1	$406K	Buy	4,336 +141	+3%	+$12.5K	0.35%	89
2023 Q4	$358K	Buy	+4,195	New	+$336K	0.35%	93

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

Redwood Financial Network's RWL Position: Q2 2026 in Review

Redwood Financial Network increased its Invesco S&P 500 Revenue ETF (RWL) stake by 2.8% in Q2 2026, buying an estimated $37.3K and bringing the position to 11,029 shares worth $1.41M. The position accounts for 0.78% of the portfolio, ranked #34.

Redwood Financial Network first reported a position in RWL in Q4 2023 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Redwood Financial Network held 11,029 shares of Invesco S&P 500 Revenue ETF worth $1.41M as of Q2 2026.
Redwood Financial Network bought 300 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $37.3K.
Invesco S&P 500 Revenue ETF made up 0.78% of Redwood Financial Network's portfolio in Q2 2026, its #34 holding.
Redwood Financial Network first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and has held it in 11 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.