Turning Point Benefit Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Turning Point Benefit Group’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	$247K	Sell	1,927 -782	-29%	-$97.1K	0.11%	98
2026 Q1	$250K	Buy	2,709 +1,450	+115%	+$171K	0.16%	84
2025 Q4	$144K	Sell	1,259 -40	-3%	-$4.51K	0.08%	106
2025 Q3	$144K	Sell	1,299 -1,181	-48%	-$126K	0.09%	97
2025 Q2	$259K	Sell	2,480 -822	-25%	-$81.3K	0.2%	71
2025 Q1	$299K	Sell	3,302 -2,751	-45%	-$278K	0.28%	56
2024 Q4	$593K	Buy	+6,053	New	+$607K	0.56%	24

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

Turning Point Benefit Group's RWL Position: Q2 2026 in Review

Turning Point Benefit Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 29% in Q2 2026, selling an estimated $97.1K and leaving 1,927 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #98.

Turning Point Benefit Group first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q4 2024. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Turning Point Benefit Group held 1,927 shares of Invesco S&P 500 Revenue ETF worth $247K as of Q2 2026.
Turning Point Benefit Group sold 782 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $97.1K.
Invesco S&P 500 Revenue ETF made up 0.11% of Turning Point Benefit Group's portfolio in Q2 2026, its #98 holding.
Turning Point Benefit Group first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's Invesco S&P 500 Revenue ETF position peaked at $593K in Q4 2024.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.