Cliff Asness’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Cliff Asness’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	$4.81M	Buy	37,664 +16,743	+80%	+$2.08M	﹤0.01%	2029
2026 Q1	$2.4M	Hold	20,921	–	–	﹤0.01%	2226
2025 Q4	$2.4M	Buy	20,921 +750	+4%	+$84.5K	﹤0.01%	2028
2025 Q3	$2.23M	Buy	+20,171	New	+$2.15M	﹤0.01%	1910

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

Cliff Asness's RWL Position: Q2 2026 in Review

Cliff Asness increased its Invesco S&P 500 Revenue ETF (RWL) stake by 80% in Q2 2026, buying an estimated $2.08M and bringing the position to 37,664 shares worth $4.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Cliff Asness first reported a position in RWL in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Cliff Asness held 37,664 shares of Invesco S&P 500 Revenue ETF worth $4.81M as of Q2 2026.
Cliff Asness bought 16,743 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $2.08M.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2029 holding.
Cliff Asness first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.