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 Q3	$64K	Buy	+497	New	+$65.7K	﹤0.01%	956
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Root Financial Partners's RWL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q3 2026: 497 shares worth $64K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RWL as recently as Q1 2026.

Root Financial Partners first reported a position in RWL in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Root Financial Partners held 497 shares of Invesco S&P 500 Revenue ETF worth $64K as of Q3 2026.
Invesco S&P 500 Revenue ETF was a new Root Financial Partners position in Q3 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #956 holding.
Root Financial Partners first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
215 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.