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

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

Wealth Enhancement Advisory Services's RWL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 500 Revenue ETF (RWL) stake by 5.4% in Q2 2026, buying an estimated $331K and bringing the position to 52,210 shares worth $6.8M. The position accounts for 0.01% of the portfolio, ranked #843.

Wealth Enhancement Advisory Services first reported a position in RWL in Q3 2021 and has held it in 16 quarters since. The position peaked at $10.9M in Q4 2025. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Wealth Enhancement Advisory Services held 52,210 shares of Invesco S&P 500 Revenue ETF worth $6.8M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,662 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $331K.
Invesco S&P 500 Revenue ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #843 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Revenue ETF in Q3 2021 and has held it in 16 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Revenue ETF position peaked at $10.9M in Q4 2025.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.