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

Avantax 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
2025
Q2 		$19.2M Buy
183,781
+21,372
+13% +$2.11M 0.11% 151
2025
Q1 		$16.1M Buy
162,409
+8,509
+6% +$860K 0.1% 157
2024
Q4 		$15.1M Buy
153,900
+14,760
+11% +$1.48M 0.09% 160
2024
Q3 		$13.6M Buy
139,140
+3,751
+3% +$356K 0.09% 169
2024
Q2 		$12.5M Buy
135,389
+2,851
+2% +$262K 0.09% 173
2024
Q1 		$12.4M Buy
132,538
+12,350
+10% +$1.09M 0.11% 143
2023
Q4 		$10.3M Sell
120,188
-591
-0.5% -$47.4K 0.1% 161
2023
Q3 		$9.44M Buy
120,779
+7,218
+6% +$582K 0.11% 151
2023
Q2 		$9.08M Buy
113,561
+5,725
+5% +$439K 0.1% 159
2023
Q1 		$8.21M Sell
107,836
-345
-0.3% -$26.2K 0.1% 161
2022
Q4 		$8M Buy
108,181
+6,959
+7% +$515K 0.11% 159
2022
Q3 		$6.79M Buy
101,222
+3,664
+4% +$269K 0.1% 156
2022
Q2 		$6.82M Buy
97,558
+15,392
+19% +$1.17M 0.1% 156
2022
Q1 		$6.63M Buy
82,166
+6,955
+9% +$549K 0.09% 159
2021
Q4 		$6.01M Buy
75,211
+4,420
+6% +$341K 0.09% 164
2021
Q3 		$5.15M Buy
70,791
+5,616
+9% +$418K 0.09% 173
2021
Q2 		$4.8M Sell
65,175
-16,028
-20% -$1.17M 0.09% 176
2021
Q1 		$5.64M Sell
81,203
-2,013
-2% -$133K 0.12% 136
2020
Q4 		$5.18M Sell
83,216
-59,317
-42% -$3.49M 0.12% 130
2020
Q3 		$7.68M Buy
142,533
+44,269
+45% +$2.39M 0.12% 135
2020
Q2 		$5.03M Sell
98,264
-26,812
-21% -$1.32M 0.14% 113
2020
Q1 		$5.49M Sell
125,076
-81,701
-40% -$4.39M 0.16% 93
2019
Q4 		$12.1M Buy
206,777
+11,898
+6% +$669K 0.28% 54
2019
Q3 		$10.5M Buy
194,879
+6,992
+4% +$374K 0.43% 32
2019
Q2 		$10M Buy
187,887
+48,866
+35% +$2.56M 0.44% 29
2019
Q1 		$7.17M Buy
139,021
+21,464
+18% +$1.09M 0.38% 29
2018
Q4 		$5.47M Buy
+117,557
New +$5.96M 0.92% 26

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's RWL Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P 500 Revenue ETF (RWL) stake by 13% in Q2 2025, buying an estimated $2.11M and bringing the position to 183,781 shares worth $19.2M. The position accounts for 0.11% of the portfolio, ranked #151.

Avantax Advisory Services first reported a position in RWL in Q4 2018 and has held it in 27 quarters since. 264 funds tracked by Wall St. Rank hold RWL as of Q2 2025.

  • Avantax Advisory Services held 183,781 shares of Invesco S&P 500 Revenue ETF worth $19.2M as of Q2 2025.
  • Avantax Advisory Services bought 21,372 Invesco S&P 500 Revenue ETF shares in Q2 2025, an estimated $2.11M.
  • Invesco S&P 500 Revenue ETF made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #151 holding.
  • Avantax Advisory Services first reported a position in Invesco S&P 500 Revenue ETF in Q4 2018 and has held it in 27 quarters since.
  • 264 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.