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Sound Income Strategies’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Sound Income Strategies’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
-2,404
Closed -$277K – 2020
2026
Q1 		$277K Buy
2,404
+63
+3% +$7.43K 0.01% 341
2025
Q4 		$277K Buy
+2,341
New +$264K 0.01% 343
2024
Q3 		– Sell
-97
Closed -$8.98K – 1481
2024
Q2 		$8.98K Hold
97
– – ﹤0.01% 798
2024
Q1 		$9.09K Buy
+97
New +$8.57K ﹤0.01% 781

Other funds holding RWL

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Sound Income Strategies's RWL Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2026, closing a stake of 2,404 shares — an estimated $277K sold.

Sound Income Strategies first reported a position in RWL in Q1 2024 and held it in 4 quarters. The position peaked at $277K in Q1 2026. 124 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,404 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $277K.
  • Sound Income Strategies first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and held it in 4 quarters.
  • Sound Income Strategies's Invesco S&P 500 Revenue ETF position peaked at $277K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.