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 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 $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Planning Group (New York)'s RWL Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Invesco S&P 500 Revenue ETF (RWL) stake by 12% in Q1 2026, buying an estimated $1.03M and bringing the position to 79,036 shares worth $9.08M. The position accounts for 5.85% of the portfolio, ranked #3.

Retirement Planning Group (New York) first reported a position in RWL in Q4 2024 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Retirement Planning Group (New York) held 79,036 shares of Invesco S&P 500 Revenue ETF worth $9.08M as of Q1 2026.
Retirement Planning Group (New York) bought 8,713 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $1.03M.
Invesco S&P 500 Revenue ETF made up 5.85% of Retirement Planning Group (New York)'s portfolio in Q1 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 6 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.