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Financial Advocates Investment Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-35,687
Closed -$3.55M – 744
2025
Q1 		$3.55M Buy
35,687
+7,898
+28% +$798K 0.25% 93
2024
Q4 		$2.72M Buy
27,789
+4,344
+19% +$435K 0.15% 143
2024
Q3 		$2.3M Buy
23,445
+2,424
+12% +$230K 0.13% 165
2024
Q2 		$1.95M Buy
21,021
+1,562
+8% +$143K 0.12% 173
2024
Q1 		$1.82M Sell
19,459
-108
-0.6% -$9.55K 0.11% 196
2023
Q4 		$1.67M Buy
19,567
+207
+1% +$16.6K 0.11% 198
2023
Q3 		$1.51M Buy
19,360
+633
+3% +$51K 0.11% 205
2023
Q2 		$1.5M Sell
18,727
-1,844
-9% -$141K 0.11% 201
2023
Q1 		$1.57M Buy
20,571
+6,299
+44% +$479K 0.11% 209
2022
Q4 		$1.06M Sell
14,272
-1,322
-8% -$97.8K 0.08% 274
2022
Q3 		$1.05M Buy
15,594
+9,115
+141% +$670K 0.09% 246
2022
Q2 		$453K Buy
6,479
+17
+0.3% +$1.29K 0.04% 417
2022
Q1 		$521K Buy
6,462
+277
+4% +$21.9K 0.03% 427
2021
Q4 		$495K Buy
6,185
+385
+7% +$29.7K 0.03% 492
2021
Q3 		$422K Buy
5,800
+855
+17% +$63.7K 0.03% 517
2021
Q2 		$365K Buy
4,945
+302
+7% +$22K 0.02% 557
2021
Q1 		$323K Buy
4,643
+87
+2% +$5.74K 0.02% 586
2020
Q4 		$284K Buy
4,556
+412
+10% +$24.2K 0.02% 579
2020
Q3 		$223K Buy
+4,144
New +$224K 0.02% 552
2018
Q4 		– Sell
-2,755
Closed -$149K – 494
2018
Q3 		$149K Buy
+2,755
New +$146K 0.02% 488
2018
Q2 		– Sell
-19,054
Closed -$949K – 505
2018
Q1 		$949K Buy
19,054
+11
+0.1% +$572 0.12% 175
2017
Q4 		$979K Buy
+19,043
New +$940K 0.13% 165

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's RWL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2025, closing a stake of 35,687 shares — an estimated $3.55M sold.

Financial Advocates Investment Management first reported a position in RWL in Q4 2017 and held it in 22 quarters. The position peaked at $3.55M in Q1 2025. 264 funds tracked by Wall St. Rank hold RWL as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 35,687 Invesco S&P 500 Revenue ETF shares in Q2 2025, an estimated $3.55M.
  • Financial Advocates Investment Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2017 and held it in 22 quarters.
  • Financial Advocates Investment Management's Invesco S&P 500 Revenue ETF position peaked at $3.55M in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.