Retirement Planning Group (New York)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Retirement Planning Group (New York)’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	$11M	Buy	86,318 +7,282	+9%	+$904K	6.01%	3
2026 Q1	$9.08M	Buy	79,036 +8,713	+12%	+$1.03M	5.85%	3
2025 Q4	$8.05M	Buy	70,323 +9,139	+15%	+$1.03M	5.49%	3
2025 Q3	$6.77M	Buy	61,184 +4,270	+8%	+$455K	5.06%	3
2025 Q2	$5.94M	Buy	56,914 +8,062	+17%	+$798K	5.22%	3
2025 Q1	$4.85M	Buy	48,852 +3,850	+9%	+$389K	4.94%	3
2024 Q4	$4.41M	Buy	+45,002	New	+$4.51M	4.85%	4

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

Retirement Planning Group (New York)'s RWL Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Invesco S&P 500 Revenue ETF (RWL) stake by 9.2% in Q2 2026, buying an estimated $904K and bringing the position to 86,318 shares worth $11M. The position accounts for 6.01% of the portfolio, ranked #3.

Retirement Planning Group (New York) 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.

Retirement Planning Group (New York) held 86,318 shares of Invesco S&P 500 Revenue ETF worth $11M as of Q2 2026.
Retirement Planning Group (New York) bought 7,282 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $904K.
Invesco S&P 500 Revenue ETF made up 6.01% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #3 holding.
Retirement Planning Group (New York) 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 Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.