Rik Saylor Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Rik Saylor Financial’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	$3.01M	Buy	23,574 +4,663	+25%	+$579K	2%	15
2026 Q1	$2.17M	Buy	18,911 +2,215	+13%	+$261K	1.65%	19
2025 Q4	$1.91M	Buy	16,696 +1,740	+12%	+$196K	1.4%	22
2025 Q3	$1.65M	Buy	14,956 +1,625	+12%	+$173K	1.21%	29
2025 Q2	$1.39M	Buy	13,331 +435	+3%	+$43K	1.07%	32
2025 Q1	$1.28M	Buy	12,896 +1,023	+9%	+$103K	1.13%	29
2024 Q4	$1.16M	Buy	+11,873	New	+$1.19M	1.08%	32

Other funds holding RWL

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Rik Saylor Financial's RWL Position: Q2 2026 in Review

Rik Saylor Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 25% in Q2 2026, buying an estimated $579K and bringing the position to 23,574 shares worth $3.01M. The position accounts for 2% of the portfolio, ranked #15.

Rik Saylor Financial first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Rik Saylor Financial held 23,574 shares of Invesco S&P 500 Revenue ETF worth $3.01M as of Q2 2026.
Rik Saylor Financial bought 4,663 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $579K.
Invesco S&P 500 Revenue ETF made up 2% of Rik Saylor Financial's portfolio in Q2 2026, its #15 holding.
Rik Saylor Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.