CX Institutional
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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
Q3 		$24.4M Buy
189,765
+98,567
+108% +$13M 0.66% 34
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

IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

CX Institutional's RWL Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P 500 Revenue ETF (RWL) stake by 108% in Q3 2026, buying an estimated $13M and bringing the position to 189,765 shares worth $24.4M. The position accounts for 0.66% of the portfolio, ranked #34.

CX Institutional first reported a position in RWL in Q2 2022 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • CX Institutional held 189,765 shares of Invesco S&P 500 Revenue ETF worth $24.4M as of Q3 2026.
  • CX Institutional bought 98,567 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $13M.
  • Invesco S&P 500 Revenue ETF made up 0.66% of CX Institutional's portfolio in Q3 2026, its #34 holding.
  • CX Institutional first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.