Wealthcare Advisory Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Wealthcare Advisory 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	$2.03M	Sell	15,924 -89,149	-85%	-$11.1M	0.04%	358
2026 Q1	$12.1M	Buy	105,073 +13,702	+15%	+$1.62M	0.23%	89
2025 Q4	$10.5M	Buy	91,371 +23,413	+34%	+$2.64M	0.21%	103
2025 Q3	$7.52M	Buy	67,958 +15,395	+29%	+$1.64M	0.16%	121
2025 Q2	$5.48M	Sell	52,563 -8,415	-14%	-$833K	0.13%	144
2025 Q1	$6.06M	Buy	60,978 +2,845	+5%	+$287K	0.16%	113
2024 Q4	$5.69M	Buy	58,133 +16,265	+39%	+$1.63M	0.16%	123
2024 Q3	$4.11M	Buy	41,868 +2,541	+6%	+$241K	0.12%	155
2024 Q2	$3.64M	Buy	39,327 +3,015	+8%	+$277K	0.11%	146
2024 Q1	$3.4M	Sell	36,312 -7,375	-17%	-$652K	0.11%	157
2023 Q4	$3.73M	Buy	43,687 +10,764	+33%	+$863K	0.15%	115
2023 Q3	$2.57M	Buy	32,923 +8,313	+34%	+$670K	0.12%	146
2023 Q2	$1.97M	Sell	24,610 -10,423	-30%	-$800K	0.09%	179
2023 Q1	$2.67M	Buy	+35,033	New	+$2.66M	0.11%	150

Other funds holding RWL

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return