Savant Capital’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Savant Capital’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	$803K	Hold	6,284	–	–	﹤0.01%	980
2026 Q1	$722K	Buy	6,284 +1,969	+46%	+$232K	﹤0.01%	736
2025 Q4	$494K	Buy	4,315 +124	+3%	+$14K	﹤0.01%	838
2025 Q3	$464K	Hold	4,191	–	–	﹤0.01%	831
2025 Q2	$437K	Sell	4,191 -25	-0.6%	-$2.47K	﹤0.01%	797
2025 Q1	$419K	Hold	4,216	–	–	﹤0.01%	719
2024 Q4	$413K	Hold	4,216	–	–	﹤0.01%	962
2024 Q3	$413K	Sell	4,216 -141	-3%	-$13.4K	﹤0.01%	962
2024 Q2	$404K	Buy	4,357 +193	+5%	+$17.7K	﹤0.01%	866
2024 Q1	$390K	Hold	4,164	–	–	﹤0.01%	808
2023 Q4	$355K	Hold	4,164	–	–	﹤0.01%	651
2023 Q3	$325K	Hold	4,164	–	–	﹤0.01%	634
2023 Q2	$333K	Buy	+4,164	New	+$320K	0.01%	624

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

Savant Capital's RWL Position: Q2 2026 in Review

Savant Capital held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 6,284 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Savant Capital first reported a position in RWL in Q2 2023 and has held it in 13 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Savant Capital held 6,284 shares of Invesco S&P 500 Revenue ETF worth $803K as of Q2 2026.
Savant Capital left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #980 holding.
Savant Capital first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and has held it in 13 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.