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

Concurrent 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	$16.1M	Buy	125,695 +4,351	+4%	+$540K	0.14%	159
2026 Q1	$13.9M	Buy	121,344 +88,619	+271%	+$10.5M	0.15%	144
2025 Q4	$3.75M	Buy	32,725 +12,740	+64%	+$1.44M	0.04%	397
2025 Q3	$2.21M	Buy	19,985 +1,152	+6%	+$123K	0.04%	436
2025 Q2	$1.96M	Buy	18,833 +3,339	+22%	+$330K	0.04%	435
2025 Q1	$1.54M	Buy	15,494 +7,771	+101%	+$785K	0.04%	423
2024 Q4	$756K	Buy	7,723 +238	+3%	+$23.8K	0.02%	560
2024 Q3	$734K	Sell	7,485 -4,838	-39%	-$460K	0.02%	533
2024 Q2	$1.14M	Buy	12,323 +118	+1%	+$10.8K	0.04%	394
2024 Q1	$1.14M	Buy	12,205 +1,879	+18%	+$166K	0.05%	353
2023 Q4	$881K	Buy	+10,326	New	+$828K	0.04%	354

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

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

Concurrent Investment Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 3.6% in Q2 2026, buying an estimated $540K and bringing the position to 125,695 shares worth $16.1M. The position accounts for 0.14% of the portfolio, ranked #159.

Concurrent Investment Advisors first reported a position in RWL in Q4 2023 and has held it in 11 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Concurrent Investment Advisors held 125,695 shares of Invesco S&P 500 Revenue ETF worth $16.1M as of Q2 2026.
Concurrent Investment Advisors bought 4,351 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $540K.
Invesco S&P 500 Revenue ETF made up 0.14% of Concurrent Investment Advisors's portfolio in Q2 2026, its #159 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and has held it in 11 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.