Avestar Capital’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Avestar Capital’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	$7.19M	Buy	56,289 +3,244	+6%	+$403K	0.4%	42
2026 Q1	$6.1M	Buy	53,045 +1,055	+2%	+$124K	0.39%	41
2025 Q4	$5.95M	Buy	51,990 +554	+1%	+$62.4K	0.39%	43
2025 Q3	$5.69M	Sell	51,436 -1,058	-2%	-$113K	0.37%	49
2025 Q2	$5.47M	Buy	52,494 +8,092	+18%	+$801K	0.37%	50
2025 Q1	$4.41M	Sell	44,402 -15,442	-26%	-$1.56M	0.38%	56
2024 Q4	$5.86M	Buy	+59,844	New	+$6M	0.5%	41

Other funds holding RWL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

Avestar Capital's RWL Position: Q2 2026 in Review

Avestar Capital increased its Invesco S&P 500 Revenue ETF (RWL) stake by 6.1% in Q2 2026, buying an estimated $403K and bringing the position to 56,289 shares worth $7.19M. The position accounts for 0.4% of the portfolio, ranked #42.

Avestar Capital first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Avestar Capital held 56,289 shares of Invesco S&P 500 Revenue ETF worth $7.19M as of Q2 2026.
Avestar Capital bought 3,244 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $403K.
Invesco S&P 500 Revenue ETF made up 0.4% of Avestar Capital's portfolio in Q2 2026, its #42 holding.
Avestar Capital first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.