Tanglewood Legacy Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Tanglewood Legacy Advisors’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	$37.2M	Buy	291,325 +6,686	+2%	+$830K	12.01%	3
2026 Q1	$32.7M	Buy	284,639 +11,399	+4%	+$1.34M	11.83%	3
2025 Q4	$31.3M	Buy	273,240 +272,829	+66,382%	+$30.7M	11.75%	3
2025 Q3	$45.4K	Hold	411	–	–	0.02%	169
2025 Q2	$42.8K	Hold	411	–	–	0.02%	176
2025 Q1	$40.8K	Hold	411	–	–	0.02%	183
2024 Q4	$40.2K	Hold	411	–	–	0.02%	187
2024 Q3	$40.3K	Sell	411 -100	-20%	-$9.5K	0.02%	175
2024 Q2	$47.3K	Hold	511	–	–	0.02%	164
2024 Q1	$47.9K	Hold	511	–	–	0.02%	166
2023 Q4	$43.6K	Hold	511	–	–	0.02%	163
2023 Q3	$39.9K	Hold	511	–	–	0.02%	172
2023 Q2	$40.9K	Hold	511	–	–	0.02%	172
2023 Q1	$38.9K	Hold	511	–	–	0.02%	167
2022 Q4	$37.8K	Buy	+511	New	+$37.8K	0.03%	147

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

Tanglewood Legacy Advisors's RWL Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 2.3% in Q2 2026, buying an estimated $830K and bringing the position to 291,325 shares worth $37.2M. The position accounts for 12.01% of the portfolio, ranked #3.

Tanglewood Legacy Advisors first reported a position in RWL in Q4 2022 and has held it in 15 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Tanglewood Legacy Advisors held 291,325 shares of Invesco S&P 500 Revenue ETF worth $37.2M as of Q2 2026.
Tanglewood Legacy Advisors bought 6,686 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $830K.
Invesco S&P 500 Revenue ETF made up 12.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #3 holding.
Tanglewood Legacy Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 15 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.