Advisory Services Network’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Advisory Services Network’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	$2.35M	Buy	20,436 +15,434	+309%	+$1.82M	0.03%	583
2025 Q4	$573K	Sell	5,002 -82	-2%	-$9.24K	0.01%	1146
2025 Q3	$563K	Sell	5,084 -91	-2%	-$9.71K	0.01%	1137
2025 Q2	$537K	Sell	5,175 -10	-0.2%	-$990	0.01%	1123
2025 Q1	$515K	Buy	5,185 +425	+9%	+$42.9K	0.01%	1046
2024 Q4	$466K	Buy	4,760 +872	+22%	+$87.4K	0.01%	1080
2024 Q3	$360K	Hold	3,888	–	–	0.01%	1124
2024 Q2	$360K	Buy	3,888 +107	+3%	+$9.82K	0.01%	1124
2024 Q1	$354K	Buy	3,781 +898	+31%	+$79.4K	0.01%	1078
2023 Q4	$246K	Hold	2,883	–	–	0.01%	1177
2023 Q3	$225K	Buy	+2,883	New	+$232K	0.01%	1267
2023 Q2	–	Sell	-1,604	Closed	-$122K	–	3234
2023 Q1	$122K	Sell	1,604 -645	-29%	-$49K	﹤0.01%	1541
2022 Q4	$166K	Buy	+2,249	New	+$166K	0.01%	1361
2021 Q1	–	Sell	-60	Closed	-$4K	–	2637
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	2814
2020 Q3	$3K	Buy	+60	New	+$3.24K	﹤0.01%	2997
2020 Q2	–	Sell	-160	Closed	-$7K	–	2415
2020 Q1	$7K	Hold	160	–	–	﹤0.01%	2370
2019 Q4	$9K	Buy	+160	New	+$8.99K	﹤0.01%	2408
2016 Q2	–	Sell	-228	Closed	-$9K	–	1927
2016 Q1	$9K	Buy	+228	New	+$8.63K	﹤0.01%	1106

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

Advisory Services Network's RWL Position: Q1 2026 in Review

Advisory Services Network increased its Invesco S&P 500 Revenue ETF (RWL) stake by 309% in Q1 2026, buying an estimated $1.82M and bringing the position to 20,436 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #583.

Advisory Services Network first reported a position in RWL in Q1 2016 and has held it in 18 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Advisory Services Network held 20,436 shares of Invesco S&P 500 Revenue ETF worth $2.35M as of Q1 2026.
Advisory Services Network bought 15,434 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $1.82M.
Invesco S&P 500 Revenue ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #583 holding.
Advisory Services Network first reported a position in Invesco S&P 500 Revenue ETF in Q1 2016 and has held it in 18 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.