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

Western Wealth 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	$2.57M	Sell	20,101 -46,713	-70%	-$5.8M	0.08%	249
2026 Q1	$7.68M	Sell	66,814 -93	-0.1%	-$11K	0.29%	62
2025 Q4	$7.66M	Sell	66,907 -812	-1%	-$91.5K	0.35%	51
2025 Q3	$7.49M	Sell	67,719 -534	-0.8%	-$56.9K	0.4%	44
2025 Q2	$7.12M	Buy	68,253 +1,435	+2%	+$142K	0.42%	42
2025 Q1	$6.64M	Buy	66,818 +1,000	+2%	+$101K	0.44%	47
2024 Q4	$6.44M	Buy	65,818 +1,306	+2%	+$131K	0.35%	53
2024 Q3	$6.33M	Buy	64,512 +1,776	+3%	+$169K	0.36%	51
2024 Q2	$5.81M	Buy	62,736 +1,741	+3%	+$160K	0.43%	45
2024 Q1	$5.72M	Buy	60,995 +962	+2%	+$85K	0.44%	46
2023 Q4	$5.12M	Buy	60,033 +1,483	+3%	+$119K	0.37%	52
2023 Q3	$4.58M	Buy	58,550 +42,129	+257%	+$3.4M	0.39%	50
2023 Q2	$1.31M	Sell	16,421 -603	-4%	-$46.3K	0.11%	192
2023 Q1	$1.3M	Sell	17,024 -420	-2%	-$31.9K	0.12%	186
2022 Q4	$1.29M	Sell	17,444 -686	-4%	-$50.7K	0.13%	177
2022 Q3	$1.21M	Buy	18,130 +9,246	+104%	+$680K	0.07%	266
2022 Q2	$620K	Hold	8,884	–	–	0.04%	417
2022 Q1	$716K	Buy	8,884 +4,506	+103%	+$356K	0.03%	417
2021 Q4	$350K	Buy	+4,378	New	+$338K	0.03%	421
2021 Q2	$319K	Buy	+4,322	New	+$315K	0.03%	477

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

Western Wealth Management's RWL Position: Q2 2026 in Review

Western Wealth Management reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 70% in Q2 2026, selling an estimated $5.8M and leaving 20,101 shares worth $2.57M. The position accounts for 0.08% of the portfolio, ranked #249.

Western Wealth Management first reported a position in RWL in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.68M in Q1 2026. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Western Wealth Management held 20,101 shares of Invesco S&P 500 Revenue ETF worth $2.57M as of Q2 2026.
Western Wealth Management sold 46,713 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $5.8M.
Invesco S&P 500 Revenue ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #249 holding.
Western Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2021 and has held it in 20 quarters since.
Western Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $7.68M in Q1 2026.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.