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 Q3	$6.4M	Sell	49,704 -6,585	-12%	-$871K	0.51%	46
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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 Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Avestar Capital's RWL Position: Q3 2026 in Review

Avestar Capital reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 12% in Q3 2026, selling an estimated $871K and leaving 49,704 shares worth $6.4M. The position accounts for 0.51% of the portfolio, ranked #46.

Avestar Capital first reported a position in RWL in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.19M in Q2 2026. 197 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Avestar Capital held 49,704 shares of Invesco S&P 500 Revenue ETF worth $6.4M as of Q3 2026.
Avestar Capital sold 6,585 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $871K.
Invesco S&P 500 Revenue ETF made up 0.51% of Avestar Capital's portfolio in Q3 2026, its #46 holding.
Avestar Capital first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 8 quarters since.
Avestar Capital's Invesco S&P 500 Revenue ETF position peaked at $7.19M in Q2 2026.
197 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.