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Dynamic Advisor Solutions’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Dynamic Advisor Solutions’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 		$1.33M Sell
10,391
-240
-2% -$29.8K 0.04% 424
2026
Q1 		$1.22M Sell
10,631
-144
-1% -$17K 0.04% 418
2025
Q4 		$1.23M Buy
10,775
+103
+1% +$11.6K 0.04% 410
2025
Q3 		$1.18M Buy
10,672
+281
+3% +$30K 0.03% 427
2025
Q2 		$1.08M Sell
10,391
-1,256
-11% -$124K 0.03% 435
2025
Q1 		$1.16M Sell
11,647
-120
-1% -$12.1K 0.04% 386
2024
Q4 		$1.15M Sell
11,767
-331
-3% -$33.2K 0.05% 289
2024
Q3 		$1.19M Sell
12,098
-106
-0.9% -$10.1K 0.04% 411
2024
Q2 		$1.13M Sell
12,204
-502
-4% -$46.1K 0.04% 432
2024
Q1 		$1.19M Sell
12,706
-264
-2% -$23.3K 0.04% 407
2023
Q4 		$1.1M Buy
12,970
+470
+4% +$37.7K 0.04% 396
2023
Q3 		$977K Buy
12,500
+1,374
+12% +$111K 0.05% 360
2023
Q2 		$890K Buy
11,126
+1,659
+18% +$127K 0.05% 369
2023
Q1 		$720K Buy
9,467
+1,387
+17% +$105K 0.04% 394
2022
Q4 		$597K Sell
8,080
-1,324
-14% -$97.9K 0.04% 401
2022
Q3 		$631K Buy
9,404
+2,051
+28% +$151K 0.05% 340
2022
Q2 		$514K Sell
7,353
-680
-8% -$51.5K 0.04% 393
2022
Q1 		$648K Buy
+8,033
New +$634K 0.05% 375
2014
Q4 		– Sell
-5,785
Closed -$224K – 211
2014
Q3 		$224K Sell
5,785
-556
-9% -$21.6K 0.12% 170
2014
Q2 		$245K Sell
6,341
-188
-3% -$7.07K 0.15% 170
2014
Q1 		$242K Sell
6,529
-2
-0% -$72 0.17% 168
2013
Q4 		$238K Buy
+6,531
New +$227K 0.18% 171

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Dynamic Advisor Solutions's RWL Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 2.3% in Q2 2026, selling an estimated $29.8K and leaving 10,391 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #424.

Dynamic Advisor Solutions first reported a position in RWL in Q4 2013 and has held it in 22 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Dynamic Advisor Solutions held 10,391 shares of Invesco S&P 500 Revenue ETF worth $1.33M as of Q2 2026.
  • Dynamic Advisor Solutions sold 240 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $29.8K.
  • Invesco S&P 500 Revenue ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #424 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P 500 Revenue ETF in Q4 2013 and has held it in 22 quarters since.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.