AWM
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AE Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

AE Wealth Management’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 		$6.37M Buy
49,888
+1,187
+2% +$147K 0.03% 388
2026
Q1 		$5.6M Buy
48,701
+4,932
+11% +$582K 0.03% 390
2025
Q4 		$5.01M Buy
43,769
+4,215
+11% +$475K 0.03% 392
2025
Q3 		$4.38M Buy
39,554
+3,488
+10% +$372K 0.03% 388
2025
Q2 		$3.76M Buy
36,066
+2,549
+8% +$252K 0.03% 407
2025
Q1 		$3.33M Buy
33,517
+4,823
+17% +$487K 0.03% 425
2024
Q4 		$2.81M Buy
28,694
+5,544
+24% +$556K 0.02% 455
2024
Q3 		$2.27M Buy
23,150
+2,045
+10% +$194K 0.02% 493
2024
Q2 		$1.95M Buy
21,105
+2,909
+16% +$267K 0.02% 527
2024
Q1 		$1.71M Sell
18,196
-36,691
-67% -$3.24M 0.02% 533
2023
Q4 		$4.73M Buy
54,887
+11,637
+27% +$933K 0.02% 608
2023
Q3 		$3.38M Buy
43,250
+9,894
+30% +$798K 0.02% 668
2023
Q2 		$2.67M Sell
33,356
-135
-0.4% -$10.4K 0.02% 748
2023
Q1 		$2.55M Buy
33,491
+4,863
+17% +$370K 0.02% 708
2022
Q4 		$2.12M Buy
28,628
+23,149
+423% +$1.71M 0.02% 724
2022
Q3 		$368K Buy
+5,479
New +$403K ﹤0.01% 1392
2019
Q1 		– Sell
-7,686
Closed -$358K – 664
2018
Q4 		$358K Sell
7,686
-4,591
-37% -$233K 0.06% 310
2018
Q3 		$665K Buy
+12,277
New +$653K 0.04% 273

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's RWL Position: Q2 2026 in Review

AE Wealth Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 2.4% in Q2 2026, buying an estimated $147K and bringing the position to 49,888 shares worth $6.37M. The position accounts for 0.03% of the portfolio, ranked #388.

AE Wealth Management first reported a position in RWL in Q3 2018 and has held it in 18 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • AE Wealth Management held 49,888 shares of Invesco S&P 500 Revenue ETF worth $6.37M as of Q2 2026.
  • AE Wealth Management bought 1,187 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $147K.
  • Invesco S&P 500 Revenue ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #388 holding.
  • AE Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2018 and has held it in 18 quarters since.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.