AWA
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Arkadios Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Arkadios Wealth Advisors’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 		$5.34M Buy
41,790
+27,900
+201% +$3.47M 0.08% 252
2026
Q1 		$1.6M Buy
13,890
+11,022
+384% +$1.3M 0.03% 605
2025
Q4 		$328K Buy
2,868
+32
+1% +$3.6K 0.01% 1202
2025
Q3 		$314K Sell
2,836
-63
-2% -$6.72K 0.01% 1140
2025
Q2 		$302K Buy
2,899
+522
+22% +$51.7K 0.01% 1052
2025
Q1 		$236K Buy
+2,377
New +$240K 0.01% 995
2022
Q2 		– Sell
-2,742
Closed -$221K – 597
2022
Q1 		$221K Sell
2,742
-349
-11% -$27.6K 0.03% 509
2021
Q4 		$247K Buy
3,091
+1,091
+55% +$84.2K 0.03% 493
2021
Q3 		$145K Sell
2,000
-55
-3% -$4.1K 0.02% 589
2021
Q2 		$151K Buy
2,055
+1
+0% +$73 0.02% 613
2021
Q1 		$142K Sell
2,054
-259
-11% -$17.1K 0.02% 471
2020
Q4 		$144K Buy
2,313
+1
+0% +$59 0.03% 376
2020
Q3 		$130K Hold
2,312
– – 0.07% 249
2020
Q2 		$121K Buy
2,312
+1
+0% +$49 0.07% 230
2020
Q1 		$101K Buy
2,311
+491
+27% +$26.4K 0.06% 232
2019
Q4 		$109K Buy
+1,820
New +$102K 0.07% 219

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

Arkadios Wealth Advisors's RWL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 201% in Q2 2026, buying an estimated $3.47M and bringing the position to 41,790 shares worth $5.34M. The position accounts for 0.08% of the portfolio, ranked #252.

Arkadios Wealth Advisors first reported a position in RWL in Q4 2019 and has held it in 16 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Arkadios Wealth Advisors held 41,790 shares of Invesco S&P 500 Revenue ETF worth $5.34M as of Q2 2026.
  • Arkadios Wealth Advisors bought 27,900 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $3.47M.
  • Invesco S&P 500 Revenue ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and has held it in 16 quarters since.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.