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

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

Wealthcare Advisory Partners's RWL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 85% in Q2 2026, selling an estimated $11.1M and leaving 15,924 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #358.

Wealthcare Advisory Partners first reported a position in RWL in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.1M in Q1 2026. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Wealthcare Advisory Partners held 15,924 shares of Invesco S&P 500 Revenue ETF worth $2.03M as of Q2 2026.
Wealthcare Advisory Partners sold 89,149 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $11.1M.
Invesco S&P 500 Revenue ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #358 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Revenue ETF in Q1 2023 and has held it in 14 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 Revenue ETF position peaked at $12.1M in Q1 2026.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.