Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$18.2M Buy
158,316
+27,652
+21% +$3.26M 0.05% 402
2025
Q4 		$15M Buy
130,664
+37,769
+41% +$4.25M 0.04% 450
2025
Q3 		$10.3M Buy
92,895
+44,002
+90% +$4.69M 0.03% 554
2025
Q2 		$5.1M Sell
48,893
-557
-1% -$55.1K 0.02% 841
2025
Q1 		$4.91M Sell
49,450
-8,043
-14% -$813K 0.02% 818
2024
Q4 		$5.63M Buy
57,493
+7,718
+16% +$773K 0.02% 742
2024
Q3 		$4.88M Sell
49,775
-25,595
-34% -$2.43M 0.02% 807
2024
Q2 		$6.98M Buy
75,370
+37,129
+97% +$3.41M 0.03% 600
2024
Q1 		$3.58M Buy
38,241
+2,765
+8% +$244K 0.01% 935
2023
Q4 		$3.03M Sell
35,476
-6,981
-16% -$560K 0.01% 966
2023
Q3 		$3.32M Sell
42,457
-292
-0.7% -$23.5K 0.02% 875
2023
Q2 		$3.42M Sell
42,749
-3,857
-8% -$296K 0.02% 854
2023
Q1 		$3.55M Buy
46,606
+21,662
+87% +$1.65M 0.02% 798
2022
Q4 		$1.84M Buy
24,944
+411
+2% +$30.4K 0.01% 1122
2022
Q3 		$1.65M Sell
24,533
-28,565
-54% -$2.1M 0.01% 1151
2022
Q2 		$3.71M Buy
53,098
+8,850
+20% +$670K 0.02% 734
2022
Q1 		$3.57M Sell
44,248
-5,184
-10% -$409K 0.02% 813
2021
Q4 		$3.95M Sell
49,432
-58
-0.1% -$4.47K 0.02% 766
2021
Q3 		$3.6M Buy
49,490
+391
+0.8% +$29.1K 0.02% 771
2021
Q2 		$3.62M Buy
49,099
+178
+0.4% +$13K 0.02% 780
2021
Q1 		$3.4M Buy
48,921
+5,860
+14% +$387K 0.02% 733
2020
Q4 		$2.68M Sell
43,061
-1,751
-4% -$103K 0.02% 780
2020
Q3 		$2.42M Sell
44,812
-3,481
-7% -$188K 0.02% 715
2020
Q2 		$2.47M Sell
48,293
-4,577
-9% -$225K 0.02% 681
2020
Q1 		$2.32M Sell
52,870
-19,945
-27% -$1.07M 0.02% 611
2019
Q4 		$4.25M Buy
72,815
+15,177
+26% +$853K 0.03% 523
2019
Q3 		$3.11M Buy
+57,638
New +$3.09M 0.03% 587
2019
Q2 		– Sell
-59,088
Closed -$3.05M – 2326
2019
Q1 		$3.05M Buy
59,088
+11
+0% +$556 0.03% 552
2018
Q4 		$2.75M Sell
59,077
-361
-0.6% -$18.3K 0.03% 527
2018
Q3 		$3.22M Buy
59,438
+1,083
+2% +$57.6K 0.03% 503
2018
Q2 		$2.96M Sell
58,355
-1,299
-2% -$66.1K 0.03% 503
2018
Q1 		$2.97M Buy
59,654
+4,180
+8% +$217K 0.03% 494
2017
Q4 		$2.85M Buy
55,474
+39,156
+240% +$1.93M 0.03% 467
2017
Q3 		$782K Buy
16,318
+2,519
+18% +$118K 0.01% 970
2017
Q2 		$641K Buy
13,799
+3,682
+36% +$169K 0.01% 1051
2017
Q1 		$460K Buy
10,117
+1,494
+17% +$67.2K 0.01% 1116
2016
Q4 		$375K Sell
8,623
-4,242
-33% -$180K 0.01% 1160
2016
Q3 		$537K Buy
12,865
+1,550
+14% +$64.8K 0.01% 994
2016
Q2 		$461K Sell
11,315
-1,070
-9% -$43.1K 0.01% 966
2016
Q1 		$498K Sell
12,385
-359
-3% -$13.6K 0.01% 901
2015
Q4 		$503K Sell
12,744
-4,225
-25% -$168K 0.01% 847
2015
Q3 		$640K Sell
16,969
-36,154
-68% -$1.44M 0.02% 650
2015
Q2 		$2.17M Sell
53,123
-91
-0.2% -$3.79K 0.06% 297
2015
Q1 		$2.21M Sell
53,214
-9,317
-15% -$382K 0.06% 295
2014
Q4 		$2.55M Buy
62,531
+406
+0.7% +$16K 0.08% 242
2014
Q3 		$2.4M Buy
62,125
+36,169
+139% +$1.41M 0.07% 274
2014
Q2 		$1M Buy
25,956
+5,200
+25% +$196K 0.04% 455
2014
Q1 		$768K Buy
+20,756
New +$748K 0.03% 516

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's RWL Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 21% in Q1 2026, buying an estimated $3.26M and bringing the position to 158,316 shares worth $18.2M. The position accounts for 0.05% of the portfolio, ranked #402.

Cambridge Investment Research Advisors first reported a position in RWL in Q1 2014 and has held it in 48 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Cambridge Investment Research Advisors held 158,316 shares of Invesco S&P 500 Revenue ETF worth $18.2M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 27,652 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $3.26M.
  • Invesco S&P 500 Revenue ETF made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #402 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2014 and has held it in 48 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.