Atria Investments’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Atria Investments’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	$1.88M	Buy	14,719 +181	+1%	+$22.5K	0.02%	787
2026 Q1	$1.67M	Sell	14,538 -1,308	-8%	-$154K	0.02%	795
2025 Q4	$1.81M	Buy	15,846 +10,086	+175%	+$1.14M	0.02%	772
2025 Q3	$637K	Sell	5,760 -16,801	-74%	-$1.79M	0.01%	1296
2025 Q2	$2.35M	Sell	22,561 -166	-0.7%	-$16.4K	0.03%	660
2025 Q1	$2.26M	Buy	22,727 +982	+5%	+$99.2K	0.03%	653
2024 Q4	$2.13M	Buy	21,745 +596	+3%	+$59.7K	0.03%	658
2024 Q3	$2.07M	Buy	21,149 +9,744	+85%	+$926K	0.03%	655
2024 Q2	$1.06M	Buy	11,405 +123	+1%	+$11.3K	0.01%	904
2024 Q1	$1.06M	Buy	+11,282	New	+$997K	0.01%	935

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

Atria Investments's RWL Position: Q2 2026 in Review

Atria Investments increased its Invesco S&P 500 Revenue ETF (RWL) stake by 1.2% in Q2 2026, buying an estimated $22.5K and bringing the position to 14,719 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #787.

Atria Investments first reported a position in RWL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.35M in Q2 2025. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Atria Investments held 14,719 shares of Invesco S&P 500 Revenue ETF worth $1.88M as of Q2 2026.
Atria Investments bought 181 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $22.5K.
Invesco S&P 500 Revenue ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #787 holding.
Atria Investments first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
Atria Investments's Invesco S&P 500 Revenue ETF position peaked at $2.35M in Q2 2025.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.