Farther Finance Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Farther Finance 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 Q3	$1.9M	Buy	14,797 +688	+5%	+$91K	0.01%	807
2026 Q2	$1.8M	Buy	14,109 +755	+6%	+$93.8K	0.01%	800
2026 Q1	$1.54M	Buy	13,354 +77	+0.6%	+$9.08K	0.01%	767
2025 Q4	$1.52M	Buy	13,277 +154	+1%	+$17.3K	0.02%	702
2025 Q3	$1.45M	Buy	+13,123	New	+$1.4M	0.02%	570

Other funds holding RWL

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's RWL Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 4.9% in Q3 2026, buying an estimated $91K and bringing the position to 14,797 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #807.

Farther Finance Advisors first reported a position in RWL in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Farther Finance Advisors held 14,797 shares of Invesco S&P 500 Revenue ETF worth $1.9M as of Q3 2026.
Farther Finance Advisors bought 688 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $91K.
Invesco S&P 500 Revenue ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #807 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.