Wealth Management Partners
RWL icon

Wealth Management Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Wealth Management 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
Q3 		$5.3M Sell
41,162
-3,601
-8% -$476K 1.24% 18
2026
Q2 		$5.72M Sell
44,763
-592
-1% -$73.5K 1.35% 18
2026
Q1 		$5.21M Sell
45,355
-2,397
-5% -$283K 1.49% 14
2025
Q4 		$5.47M Sell
47,752
-3,508
-7% -$395K 1.56% 14
2025
Q3 		$5.67M Sell
51,260
-735
-1% -$78.4K 1.8% 11
2025
Q2 		$5.44M Sell
51,995
-76
-0.1% -$7.52K 1.92% 10
2025
Q1 		$5.17M Sell
52,071
-18
-0% -$1.82K 2.4% 10
2024
Q4 		$5.1M Sell
52,089
-5,523
-10% -$553K 2.2% 11
2024
Q3 		$5.65M Sell
57,612
-5,050
-8% -$480K 2.62% 9
2024
Q2 		$5.8M Sell
62,662
-1,300
-2% -$119K 2.82% 8
2024
Q1 		$6M Sell
63,962
-3,670
-5% -$324K 3.04% 8
2023
Q4 		$5.77M Sell
67,632
-1,625
-2% -$130K 3.22% 8
2023
Q3 		$5.41M Buy
69,257
+2,132
+3% +$172K 3.38% 7
2023
Q2 		$5.37M Sell
67,125
-1
-0% -$77 3.38% 7
2023
Q1 		$5.11M Sell
67,126
-874
-1% -$66.5K 3.57% 7
2022
Q4 		$4.99M Buy
68,000
+2,000
+3% +$148K 4.17% 6
2022
Q3 		$4.57M Buy
66,000
+6,000
+10% +$441K 4.01% 6
2022
Q2 		$4.36M Sell
60,000
-10,000
-14% -$757K 3.81% 6
2022
Q1 		$5.62M Buy
70,000
+27,000
+63% +$2.13M 4.01% 6
2021
Q4 		$3.41M Buy
43,000
+3,188
+8% +$246K 2.34% 12
2021
Q3 		$2.9M Buy
39,812
+2,385
+6% +$178K 2.15% 12
2021
Q2 		$2.76M Buy
37,427
+9,577
+34% +$699K 1.92% 12
2021
Q1 		$1.97M Sell
27,850
-2,728
-9% -$180K 1.47% 16
2020
Q4 		$1.97M Buy
+30,578
New +$1.8M 1.54% 14

Other funds holding RWL

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Wealth Management Partners's RWL Position: Q3 2026 in Review

Wealth Management Partners reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 8% in Q3 2026, selling an estimated $476K and leaving 41,162 shares worth $5.3M. The position accounts for 1.24% of the portfolio, ranked #18.

Wealth Management Partners first reported a position in RWL in Q4 2020 and has held it in 24 quarters since. The position peaked at $6M in Q1 2024. 124 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • Wealth Management Partners held 41,162 shares of Invesco S&P 500 Revenue ETF worth $5.3M as of Q3 2026.
  • Wealth Management Partners sold 3,601 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $476K.
  • Invesco S&P 500 Revenue ETF made up 1.24% of Wealth Management Partners's portfolio in Q3 2026, its #18 holding.
  • Wealth Management Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2020 and has held it in 24 quarters since.
  • Wealth Management Partners's Invesco S&P 500 Revenue ETF position peaked at $6M in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.