Secure Asset Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Secure Asset Management’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	$1.34M	Sell	10,463 -275	-3%	-$34.2K	0.19%	117
2026 Q1	$1.23M	Buy	10,738 +1,287	+14%	+$152K	0.2%	116
2025 Q4	$1.08M	Buy	9,451 +643	+7%	+$72.4K	0.17%	127
2025 Q3	$976K	Buy	8,808 +2,025	+30%	+$216K	0.16%	132
2025 Q2	$707K	Buy	6,783 +1,725	+34%	+$171K	0.13%	159
2025 Q1	$502K	Buy	5,058 +964	+24%	+$97.4K	0.1%	170
2024 Q4	$401K	Buy	4,094 +801	+24%	+$80.3K	0.06%	221
2024 Q3	$323K	Buy	3,293 +631	+24%	+$60K	0.05%	237
2024 Q2	$247K	Buy	+2,662	New	+$244K	0.05%	249

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

Secure Asset Management's RWL Position: Q2 2026 in Review

Secure Asset Management reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 2.6% in Q2 2026, selling an estimated $34.2K and leaving 10,463 shares worth $1.34M. The position accounts for 0.19% of the portfolio, ranked #117.

Secure Asset Management first reported a position in RWL in Q2 2024 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Secure Asset Management held 10,463 shares of Invesco S&P 500 Revenue ETF worth $1.34M as of Q2 2026.
Secure Asset Management sold 275 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $34.2K.
Invesco S&P 500 Revenue ETF made up 0.19% of Secure Asset Management's portfolio in Q2 2026, its #117 holding.
Secure Asset Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.