Root Financial Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Root Financial Partners’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	–	Sell	-499	Closed	-$57.4K	–	2615
2026 Q1	$57.4K	Hold	499	–	–	﹤0.01%	818
2025 Q4	$57.2K	Sell	499 -61	-11%	-$6.87K	﹤0.01%	657
2025 Q3	$62K	Buy	+560	New	+$59.7K	﹤0.01%	596

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

Root Financial Partners's RWL Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2026, closing a stake of 499 shares — an estimated $57.4K sold.

Root Financial Partners first reported a position in RWL in Q3 2025 and held it in 3 quarters. The position peaked at $62K in Q3 2025. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Root Financial Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 499 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $57.4K.
Root Financial Partners first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco S&P 500 Revenue ETF position peaked at $62K in Q3 2025.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.