Vertex Planning Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Vertex Planning Partners’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	$218K	Buy	+1,706	New	+$212K	0.03%	155

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

Vertex Planning Partners's RWL Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 1,706 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Vertex Planning Partners held 1,706 shares of Invesco S&P 500 Revenue ETF worth $218K as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Vertex Planning Partners position in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.03% of Vertex Planning Partners's portfolio in Q2 2026, its #155 holding.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.