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WealthPlan Investment Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

WealthPlan Investment Management’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 		$971K Sell
7,604
-1,870
-20% -$232K 0.05% 234
2026
Q1 		$1.09M Buy
+9,474
New +$1.12M 0.06% 208

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPlan Investment Management's RWL Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 20% in Q2 2026, selling an estimated $232K and leaving 7,604 shares worth $971K. The position accounts for 0.05% of the portfolio, ranked #234.

WealthPlan Investment Management first reported a position in RWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q1 2026. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • WealthPlan Investment Management held 7,604 shares of Invesco S&P 500 Revenue ETF worth $971K as of Q2 2026.
  • WealthPlan Investment Management sold 1,870 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $232K.
  • Invesco S&P 500 Revenue ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #234 holding.
  • WealthPlan Investment Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • WealthPlan Investment Management's Invesco S&P 500 Revenue ETF position peaked at $1.09M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.