Advisornet Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Advisornet Financial’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	$5.53M	Buy	43,273 +1,041	+2%	+$129K	0.25%	84
2026 Q1	$4.85M	Buy	42,232 +269	+0.6%	+$31.7K	0.25%	84
2025 Q4	$4.8M	Buy	41,963 +2,923	+7%	+$329K	0.26%	85
2025 Q3	$4.32M	Buy	39,040 +1,773	+5%	+$189K	0.24%	91
2025 Q2	$3.89M	Buy	37,267 +1,375	+4%	+$136K	0.25%	80
2025 Q1	$3.57M	Buy	35,892 +936	+3%	+$94.6K	0.26%	82
2024 Q4	$3.42M	Buy	34,956 +2,948	+9%	+$295K	0.29%	83
2024 Q3	$3.14M	Buy	32,008 +316	+1%	+$30K	0.23%	101
2024 Q2	$2.94M	Buy	31,692 +3,101	+11%	+$285K	0.27%	91
2024 Q1	$2.68M	Buy	28,591 +1,076	+4%	+$95.1K	0.26%	95
2023 Q4	$2.35M	Buy	27,515 +13,222	+93%	+$1.06M	0.22%	113
2023 Q3	$1.12M	Buy	14,293 +8,365	+141%	+$675K	0.1%	198
2023 Q2	$474K	Buy	5,928 +4,313	+267%	+$331K	0.04%	315
2023 Q1	$123K	Buy	1,615 +1,043	+182%	+$79.3K	0.01%	574
2022 Q4	$42.3K	Buy	+572	New	+$42.3K	﹤0.01%	834
2020 Q4	–	Sell	-1,318	Closed	-$71K	–	1810
2020 Q3	$71K	Buy	+1,318	New	+$71.2K	0.01%	761

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

Advisornet Financial's RWL Position: Q2 2026 in Review

Advisornet Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 2.5% in Q2 2026, buying an estimated $129K and bringing the position to 43,273 shares worth $5.53M. The position accounts for 0.25% of the portfolio, ranked #84.

Advisornet Financial first reported a position in RWL in Q3 2020 and has held it in 16 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Advisornet Financial held 43,273 shares of Invesco S&P 500 Revenue ETF worth $5.53M as of Q2 2026.
Advisornet Financial bought 1,041 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $129K.
Invesco S&P 500 Revenue ETF made up 0.25% of Advisornet Financial's portfolio in Q2 2026, its #84 holding.
Advisornet Financial first reported a position in Invesco S&P 500 Revenue ETF in Q3 2020 and has held it in 16 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.