Planning Strategies Inc.’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Planning Strategies Inc.’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	$48.7K	Buy	+381	New	+$47.3K	0.03%	159

Other funds holding RWL

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Planning Strategies Inc.'s RWL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 381 shares worth $48.7K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings.

124 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Planning Strategies Inc. held 381 shares of Invesco S&P 500 Revenue ETF worth $48.7K as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Planning Strategies Inc. position in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #159 holding.
124 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.