Wolff Wiese Magana’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Wolff Wiese Magana’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	$16.6K	Hold	130	–	–	0.01%	402
2026 Q1	$14.9K	Hold	130	–	–	0.01%	386
2025 Q4	$14.9K	Sell	130 -20	-13%	-$2.25K	0.01%	364
2025 Q3	$16.6K	Buy	150 +20	+15%	+$2.13K	0.01%	353
2025 Q2	$13.6K	Hold	130	–	–	0.01%	350
2025 Q1	$12.9K	Hold	130	–	–	0.01%	363
2024 Q4	$12.7K	Hold	130	–	–	0.01%	377
2024 Q3	$12.8K	Hold	130	–	–	0.01%	390
2024 Q2	$12K	Hold	130	–	–	0.01%	292
2024 Q1	$12.2K	Hold	130	–	–	0.01%	269
2023 Q4	$11.1K	Hold	130	–	–	0.01%	271
2023 Q3	$10.2K	Hold	130	–	–	0.01%	346
2023 Q2	$10.4K	Hold	130	–	–	0.01%	344
2023 Q1	$9.89K	Hold	130	–	–	0.01%	352
2022 Q4	$9.61K	Hold	130	–	–	0.01%	333
2022 Q3	$9K	Hold	130	–	–	0.01%	522
2022 Q2	$9K	Hold	130	–	–	0.01%	554
2022 Q1	$10K	Hold	130	–	–	0.01%	543
2021 Q4	$10K	Hold	130	–	–	0.01%	550
2021 Q3	$9K	Hold	130	–	–	0.01%	539
2021 Q2	$10K	Hold	130	–	–	0.01%	519
2021 Q1	$9K	Hold	130	–	–	0.01%	498
2020 Q4	$8K	Buy	+130	New	+$7.64K	0.01%	477

Other funds holding RWL

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

CFS

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

CCA

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

KDA

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

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

FWP

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

IFG

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

Wolff Wiese Magana's RWL Position: Q2 2026 in Review

Wolff Wiese Magana held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 130 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #402.

Wolff Wiese Magana first reported a position in RWL in Q4 2020 and has held it in 23 quarters since. 45 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Wolff Wiese Magana held 130 shares of Invesco S&P 500 Revenue ETF worth $16.6K as of Q2 2026.
Wolff Wiese Magana left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #402 holding.
Wolff Wiese Magana first reported a position in Invesco S&P 500 Revenue ETF in Q4 2020 and has held it in 23 quarters since.
45 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.