Wealth Enhancement Advisory Services
RWL icon

Wealth Enhancement Advisory Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.8M Buy
52,210
+2,662
+5% +$331K 0.01% 843
2026
Q1 		$5.73M Sell
49,548
-43,567
-47% -$5.14M 0.01% 843
2025
Q4 		$10.9M Sell
93,115
-4,136
-4% -$466K 0.01% 664
2025
Q3 		$10.8M Buy
97,251
+885
+0.9% +$94.4K 0.02% 628
2025
Q2 		$10.2M Buy
96,366
+2,187
+2% +$216K 0.02% 622
2025
Q1 		$9.36M Sell
94,179
-4,083
-4% -$412K 0.02% 605
2024
Q4 		$9.62M Buy
98,262
+4,156
+4% +$416K 0.02% 571
2024
Q3 		$9.23M Buy
94,106
+6,676
+8% +$634K 0.02% 535
2024
Q2 		$8.1M Buy
87,430
+81,060
+1,273% +$7.44M 0.02% 544
2024
Q1 		$597K Buy
6,370
+3,391
+114% +$300K ﹤0.01% 1478
2023
Q4 		$254K Sell
2,979
-4,870
-62% -$391K ﹤0.01% 1939
2023
Q3 		$613K Buy
+7,849
New +$633K ﹤0.01% 1321
2022
Q3 		– Sell
-5,562
Closed -$398K – 377
2022
Q2 		$398K Buy
5,562
+450
+9% +$34.1K 0.01% 294
2022
Q1 		$414K Buy
5,112
+2,392
+88% +$189K 0.01% 278
2021
Q4 		$214K Buy
2,720
+19
+0.7% +$1.47K ﹤0.01% 288
2021
Q3 		$208K Buy
+2,701
New +$201K ﹤0.01% 284

Other funds holding RWL

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return