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

Capital Advantage’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 		$2.95M Buy
+22,949
New +$3.04M 0.35% 45

Other funds holding RWL

IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Capital Advantage's RWL Position: Q3 2026 in Review

Capital Advantage opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q3 2026: 22,949 shares worth $2.95M. The stake represents 0.35% of the portfolio and ranks #45 among its holdings.

32 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • Capital Advantage held 22,949 shares of Invesco S&P 500 Revenue ETF worth $2.95M as of Q3 2026.
  • Invesco S&P 500 Revenue ETF was a new Capital Advantage position in Q3 2026.
  • Invesco S&P 500 Revenue ETF made up 0.35% of Capital Advantage's portfolio in Q3 2026, its #45 holding.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.