RFS
RWL icon

Retirement Financial Solutions’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Retirement Financial Solutions’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 		$6.94M Buy
54,283
+3,496
+7% +$434K 1.7% 21
2026
Q1 		$5.84M Buy
50,787
+36
+0.1% +$4.25K 1.67% 22
2025
Q4 		$5.81M Buy
50,751
+3,416
+7% +$385K 1.7% 18
2025
Q3 		$5.24M Buy
47,335
+6,614
+16% +$705K 1.64% 20
2025
Q2 		$4.25M Buy
40,721
+8,497
+26% +$841K 1.5% 22
2025
Q1 		$3.2M Buy
+32,224
New +$3.26M 1.25% 20

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

Retirement Financial Solutions's RWL Position: Q2 2026 in Review

Retirement Financial Solutions increased its Invesco S&P 500 Revenue ETF (RWL) stake by 6.9% in Q2 2026, buying an estimated $434K and bringing the position to 54,283 shares worth $6.94M. The position accounts for 1.7% of the portfolio, ranked #21.

Retirement Financial Solutions first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Retirement Financial Solutions held 54,283 shares of Invesco S&P 500 Revenue ETF worth $6.94M as of Q2 2026.
  • Retirement Financial Solutions bought 3,496 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $434K.
  • Invesco S&P 500 Revenue ETF made up 1.7% of Retirement Financial Solutions's portfolio in Q2 2026, its #21 holding.
  • Retirement Financial Solutions first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.