Simplicity Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Simplicity Wealth’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	$3.12M	Buy	24,422 +1,644	+7%	+$204K	0.11%	200
2026 Q1	$2.62M	Buy	22,778 +3,070	+16%	+$362K	0.15%	144
2025 Q4	$2.26M	Sell	19,708 -215	-1%	-$24.2K	0.13%	166
2025 Q3	$2.2M	Sell	19,923 -28,188	-59%	-$3.01M	0.13%	174
2025 Q2	$5.02M	Buy	48,111 +30,245	+169%	+$2.99M	0.21%	111
2025 Q1	$1.77M	Buy	17,866 +3,213	+22%	+$325K	0.14%	167
2024 Q4	$1.43M	Sell	14,653 -3,849	-21%	-$386K	0.3%	61
2024 Q3	$1.81M	Sell	18,502 -390	-2%	-$37.1K	0.17%	120
2024 Q2	$1.75M	Buy	18,892 +14,652	+346%	+$1.35M	0.04%	376
2024 Q1	$397K	Buy	+4,240	New	+$375K	0.01%	818

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

Simplicity Wealth's RWL Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco S&P 500 Revenue ETF (RWL) stake by 7.2% in Q2 2026, buying an estimated $204K and bringing the position to 24,422 shares worth $3.12M. The position accounts for 0.11% of the portfolio, ranked #200.

Simplicity Wealth first reported a position in RWL in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.02M in Q2 2025. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Simplicity Wealth held 24,422 shares of Invesco S&P 500 Revenue ETF worth $3.12M as of Q2 2026.
Simplicity Wealth bought 1,644 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $204K.
Invesco S&P 500 Revenue ETF made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #200 holding.
Simplicity Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Invesco S&P 500 Revenue ETF position peaked at $5.02M in Q2 2025.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.