Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Cetera Investment Advisers’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 		$153M Buy
1,195,593
+104,453
+10% +$13M 0.14% 127
2026
Q1 		$125M Buy
1,091,140
+221,983
+26% +$26.2M 0.13% 141
2025
Q4 		$99.5M Buy
869,157
+108,016
+14% +$12.2M 0.11% 174
2025
Q3 		$84.2M Buy
761,141
+325,995
+75% +$34.8M 0.1% 193
2025
Q2 		$45.4M Buy
435,146
+65,817
+18% +$6.51M 0.08% 259
2025
Q1 		$36.7M Buy
369,329
+131,102
+55% +$13.2M 0.07% 288
2024
Q4 		$23.3M Buy
238,227
+29,503
+14% +$2.96M 0.05% 385
2024
Q3 		$20.5M Buy
208,724
+79,479
+61% +$7.55M 0.04% 409
2024
Q2 		$12M Buy
129,245
+16,315
+14% +$1.5M 0.03% 591
2024
Q1 		$10.6M Buy
112,930
+103,185
+1,059% +$9.12M 0.03% 650
2023
Q4 		$832K Buy
9,745
+6,237
+178% +$500K 0.01% 1214
2023
Q3 		$274K Buy
+3,508
New +$283K ﹤0.01% 1789
2022
Q2 		– Sell
-3,742
Closed -$302K – 1933
2022
Q1 		$302K Sell
3,742
-877
-19% -$69.2K ﹤0.01% 1472
2021
Q4 		$369K Buy
4,619
+75
+2% +$5.79K 0.01% 1372
2021
Q3 		$331K Buy
4,544
+236
+5% +$17.6K 0.01% 1374
2021
Q2 		$318K Sell
4,308
-952
-18% -$69.5K 0.01% 1379
2021
Q1 		$366K Sell
5,260
-415
-7% -$27.4K 0.01% 1150
2020
Q4 		$353K Buy
+5,675
New +$334K 0.01% 1148
2020
Q3 		– Sell
-4,834
Closed -$247K – 666
2020
Q2 		$247K Sell
4,834
-1,178
-20% -$57.9K 0.02% 524
2020
Q1 		$264K Sell
6,012
-81
-1% -$4.35K 0.03% 425
2019
Q4 		$353K Buy
+6,093
New +$342K 0.04% 419
2018
Q2 		– Sell
-59,335
Closed -$2.96M – 439
2018
Q1 		$2.96M Buy
59,335
+4,514
+8% +$235K 0.55% 47
2017
Q4 		$2.82M Buy
54,821
+46,054
+525% +$2.27M 0.52% 51
2017
Q3 		$422K Buy
+8,767
New +$410K 0.09% 258

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's RWL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P 500 Revenue ETF (RWL) stake by 9.6% in Q2 2026, buying an estimated $13M and bringing the position to 1,195,593 shares worth $153M. The position accounts for 0.14% of the portfolio, ranked #127.

Cetera Investment Advisers first reported a position in RWL in Q3 2017 and has held it in 24 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Cetera Investment Advisers held 1,195,593 shares of Invesco S&P 500 Revenue ETF worth $153M as of Q2 2026.
  • Cetera Investment Advisers bought 104,453 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $13M.
  • Invesco S&P 500 Revenue ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q2 2026, its #127 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P 500 Revenue ETF in Q3 2017 and has held it in 24 quarters since.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.