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

Clearstead 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	$207K	Buy	+1,624	New	+$202K	﹤0.01%	1056
2026 Q1	–	Sell	-1,866	Closed	-$214K	–	2748
2025 Q4	$214K	Hold	1,866	–	–	﹤0.01%	924
2025 Q3	$206K	Sell	1,866 -94	-5%	-$10K	﹤0.01%	873
2025 Q2	$204K	Buy	+1,960	New	+$194K	﹤0.01%	889

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

Clearstead Advisors's RWL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 1,624 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in RWL as recently as Q4 2025.

Clearstead Advisors first reported a position in RWL in Q2 2025 and has held it in 4 quarters since. The position peaked at $214K in Q4 2025. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Clearstead Advisors held 1,624 shares of Invesco S&P 500 Revenue ETF worth $207K as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Clearstead Advisors position in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1056 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 4 quarters since.
Clearstead Advisors's Invesco S&P 500 Revenue ETF position peaked at $214K in Q4 2025.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

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