Ritter Daniher Financial Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Ritter Daniher Financial Advisory’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	$467K	Buy	3,659 +60	+2%	+$7.45K	0.07%	109
2026 Q1	$414K	Buy	3,599 +220	+7%	+$26K	0.07%	111
2025 Q4	$387K	Buy	3,379 +686	+25%	+$77.3K	0.06%	112
2025 Q3	$298K	Buy	+2,693	New	+$287K	0.05%	131

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

Ritter Daniher Financial Advisory's RWL Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Invesco S&P 500 Revenue ETF (RWL) stake by 1.7% in Q2 2026, buying an estimated $7.45K and bringing the position to 3,659 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #109.

Ritter Daniher Financial Advisory first reported a position in RWL in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Ritter Daniher Financial Advisory held 3,659 shares of Invesco S&P 500 Revenue ETF worth $467K as of Q2 2026.
Ritter Daniher Financial Advisory bought 60 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $7.45K.
Invesco S&P 500 Revenue ETF made up 0.07% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #109 holding.
Ritter Daniher Financial Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.