Daybright Advisory Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Daybright Advisory Services’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	$789K	Sell	5,988 -4,234	-41%	-$526K	0.19%	72
2026 Q1	$1.17M	Sell	10,222 -2,265	-18%	-$267K	0.33%	52
2025 Q4	$1.43M	Buy	+12,487	New	+$1.41M	0.38%	46

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

Daybright Advisory Services's RWL Position: Q2 2026 in Review

Daybright Advisory Services reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 41% in Q2 2026, selling an estimated $526K and leaving 5,988 shares worth $789K. The position accounts for 0.19% of the portfolio, ranked #72.

Daybright Advisory Services first reported a position in RWL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Daybright Advisory Services held 5,988 shares of Invesco S&P 500 Revenue ETF worth $789K as of Q2 2026.
Daybright Advisory Services sold 4,234 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $526K.
Invesco S&P 500 Revenue ETF made up 0.19% of Daybright Advisory Services's portfolio in Q2 2026, its #72 holding.
Daybright Advisory Services first reported a position in Invesco S&P 500 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
Daybright Advisory Services's Invesco S&P 500 Revenue ETF position peaked at $1.43M in Q4 2025.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.