EverSource Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

EverSource Wealth 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	$20M	Sell	156,391 -1,642	-1%	-$204K	0.67%	33
2026 Q1	$18.2M	Buy	158,033 +2,014	+1%	+$238K	0.55%	39
2025 Q4	$17.9M	Buy	156,019 +740	+0.5%	+$83.4K	0.66%	32
2025 Q3	$17.2M	Buy	155,279 +1,221	+0.8%	+$130K	0.68%	30
2025 Q2	$16.1M	Buy	154,058 +10,371	+7%	+$1.03M	0.73%	29
2025 Q1	$14.3M	Buy	143,687 +5,563	+4%	+$562K	0.78%	29
2024 Q4	$13.5M	Buy	138,124 +2,769	+2%	+$277K	0.76%	30
2024 Q3	$13.3M	Buy	135,355 +5,235	+4%	+$497K	0.84%	26
2024 Q2	$12.5M	Buy	130,120 +29,883	+30%	+$2.74M	0.83%	27
2024 Q1	$9M	Buy	100,237 +28,506	+40%	+$2.52M	0.71%	33
2023 Q4	$6.12M	Buy	71,731 +10,047	+16%	+$806K	0.56%	44
2023 Q3	$4.82M	Buy	61,684 +46,350	+302%	+$3.74M	0.51%	49
2023 Q2	$1.23M	Buy	15,334 +5,027	+49%	+$386K	0.14%	141
2023 Q1	$784K	Buy	10,307 +441	+4%	+$33.5K	0.1%	161
2022 Q4	$729K	Buy	+9,866	New	+$730K	0.11%	152

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

EverSource Wealth Advisors's RWL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 1% in Q2 2026, selling an estimated $204K and leaving 156,391 shares worth $20M. The position accounts for 0.67% of the portfolio, ranked #33.

EverSource Wealth Advisors first reported a position in RWL in Q4 2022 and has held it in 15 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

EverSource Wealth Advisors held 156,391 shares of Invesco S&P 500 Revenue ETF worth $20M as of Q2 2026.
EverSource Wealth Advisors sold 1,642 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $204K.
Invesco S&P 500 Revenue ETF made up 0.67% of EverSource Wealth Advisors's portfolio in Q2 2026, its #33 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 15 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.