CX Institutional’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

CX Institutional’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	$11.7M	Buy	+91,198	New	+$11.3M	0.34%	65
2023 Q3	–	Sell	-9,070	Closed	-$726K	–	537
2023 Q2	$726K	Buy	+9,070	New	+$696K	0.04%	312
2022 Q3	–	Sell	-170	Closed	-$12K	–	1009
2022 Q2	$12K	Buy	+170	New	+$12.9K	﹤0.01%	924

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

CX Institutional's RWL Position: Q2 2026 in Review

CX Institutional opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 91,198 shares worth $11.7M. The stake represents 0.34% of the portfolio and ranks #65 among its holdings. This is a return to the name: CX Institutional previously reported a position in RWL as recently as Q2 2023.

CX Institutional first reported a position in RWL in Q2 2022 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

CX Institutional held 91,198 shares of Invesco S&P 500 Revenue ETF worth $11.7M as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new CX Institutional position in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.34% of CX Institutional's portfolio in Q2 2026, its #65 holding.
CX Institutional first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and has held it in 3 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.