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

Ameritas Advisory Services’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	$1.1M	Buy	8,613 +5,409	+169%	+$672K	0.02%	535
2026 Q1	$368K	Buy	+3,204	New	+$378K	0.01%	686
2025 Q4	–	Sell	-5,417	Closed	-$599K	–	1893
2025 Q3	$599K	Sell	5,417 -33,719	-86%	-$3.6M	0.04%	345
2025 Q2	$4.08M	Sell	39,136 -18,659	-32%	-$1.85M	0.21%	105
2025 Q1	$5.74M	Sell	57,795 -3,869	-6%	-$391K	0.23%	91
2024 Q4	$6.04M	Buy	61,664 +11,414	+23%	+$1.14M	0.21%	100
2024 Q3	$4.93M	Buy	50,250 +4,397	+10%	+$418K	0.21%	114
2024 Q2	$4.25M	Buy	45,853 +38,961	+565%	+$3.58M	0.16%	128
2024 Q1	$626K	Buy	+6,892	New	+$609K	0.03%	488
2023 Q4	–	Sell	-5,412	Closed	-$424K	–	828
2023 Q3	$424K	Buy	5,412 +611	+13%	+$49.3K	0.02%	544
2023 Q2	$380K	Hold	4,801	–	–	0.05%	356
2023 Q1	$365K	Hold	4,801	–	–	0.02%	582
2022 Q4	$355K	Hold	4,801	–	–	0.02%	654
2022 Q3	$322K	Hold	4,801	–	–	0.02%	561
2022 Q2	$335K	Hold	4,801	–	–	0.02%	574
2022 Q1	$387K	Sell	4,801 -366	-7%	-$28.9K	0.01%	576
2021 Q4	$413K	Buy	+5,167	New	+$399K	0.02%	555

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

Ameritas Advisory Services's RWL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P 500 Revenue ETF (RWL) stake by 169% in Q2 2026, buying an estimated $672K and bringing the position to 8,613 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #535.

Ameritas Advisory Services first reported a position in RWL in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.04M in Q4 2024. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Ameritas Advisory Services held 8,613 shares of Invesco S&P 500 Revenue ETF worth $1.1M as of Q2 2026.
Ameritas Advisory Services bought 5,409 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $672K.
Invesco S&P 500 Revenue ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #535 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 Revenue ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's Invesco S&P 500 Revenue ETF position peaked at $6.04M in Q4 2024.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.