Ashton Thomas Securities
RWL icon

Ashton Thomas Securities’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Ashton Thomas Securities’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
Q3 		$14M Buy
109,118
+11,686
+12% +$1.55M 1.48% 16
2026
Q2 		$12.4M Buy
+97,432
New +$12.1M 1.84% 10

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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Ashton Thomas Securities's RWL Position: Q3 2026 in Review

Ashton Thomas Securities increased its Invesco S&P 500 Revenue ETF (RWL) stake by 12% in Q3 2026, buying an estimated $1.55M and bringing the position to 109,118 shares worth $14M. The position accounts for 1.48% of the portfolio, ranked #16.

Ashton Thomas Securities first reported a position in RWL in Q2 2026 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • Ashton Thomas Securities held 109,118 shares of Invesco S&P 500 Revenue ETF worth $14M as of Q3 2026.
  • Ashton Thomas Securities bought 11,686 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $1.55M.
  • Invesco S&P 500 Revenue ETF made up 1.48% of Ashton Thomas Securities's portfolio in Q3 2026, its #16 holding.
  • Ashton Thomas Securities first reported a position in Invesco S&P 500 Revenue ETF in Q2 2026 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.