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 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 $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial's RWL Position: Q1 2026 in Review

Advisornet Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.64% in Q1 2026, buying an estimated $31.7K and bringing the position to 42,232 shares worth $4.85M. 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 15 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Advisornet Financial held 42,232 shares of Invesco S&P 500 Revenue ETF worth $4.85M as of Q1 2026.
Advisornet Financial bought 269 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $31.7K.
Invesco S&P 500 Revenue ETF made up 0.25% of Advisornet Financial's portfolio in Q1 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 15 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.