GWN Securities’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

GWN Securities’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	$444K	Buy	3,474 +716	+26%	+$88.9K	0.07%	317
2026 Q1	$317K	Sell	2,758 -306	-10%	-$36.1K	0.06%	354
2025 Q4	$351K	Buy	3,064 +768	+33%	+$86.5K	0.07%	286
2025 Q3	$255K	Buy	2,296 +71	+3%	+$7.57K	0.06%	312
2025 Q2	$233K	Buy	+2,225	New	+$220K	0.04%	344
2025 Q1	–	Sell	-6,094	Closed	-$621K	–	760
2024 Q4	$621K	Buy	+6,094	New	+$611K	0.17%	130

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

GWN Securities's RWL Position: Q2 2026 in Review

GWN Securities increased its Invesco S&P 500 Revenue ETF (RWL) stake by 26% in Q2 2026, buying an estimated $88.9K and bringing the position to 3,474 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #317.

GWN Securities first reported a position in RWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $621K in Q4 2024. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

GWN Securities held 3,474 shares of Invesco S&P 500 Revenue ETF worth $444K as of Q2 2026.
GWN Securities bought 716 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $88.9K.
Invesco S&P 500 Revenue ETF made up 0.07% of GWN Securities's portfolio in Q2 2026, its #317 holding.
GWN Securities first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
GWN Securities's Invesco S&P 500 Revenue ETF position peaked at $621K in Q4 2024.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.