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

Capital Investment 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 Q2	$284K	Buy	2,225 +4	+0.2%	+$497	﹤0.01%	659
2026 Q1	$255K	Buy	2,221 +5	+0.2%	+$590	﹤0.01%	651
2025 Q4	$254K	Buy	2,216 +4	+0.2%	+$451	﹤0.01%	639
2025 Q3	$245K	Buy	2,212 +5	+0.2%	+$533	﹤0.01%	648
2025 Q2	$230K	Buy	+2,207	New	+$218K	﹤0.01%	630

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Investment Advisors's RWL Position: Q2 2026 in Review

Capital Investment Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.18% in Q2 2026, buying an estimated $497 and bringing the position to 2,225 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Capital Investment Advisors first reported a position in RWL in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Capital Investment Advisors held 2,225 shares of Invesco S&P 500 Revenue ETF worth $284K as of Q2 2026.
Capital Investment Advisors bought 4 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $497.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #659 holding.
Capital Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.