IA
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IFP Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

IFP 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 		$8.43K Hold
66
– – ﹤0.01% 3503
2026
Q1 		$7.58K Buy
66
+31
+89% +$3.66K ﹤0.01% 3299
2025
Q4 		$4.01K Hold
35
– – ﹤0.01% 3521
2025
Q3 		$3.87K Sell
35
-205
-85% -$21.9K ﹤0.01% 3390
2025
Q2 		$25K Sell
240
-994
-81% -$98.4K ﹤0.01% 2421
2025
Q1 		$123K Hold
1,234
– – ﹤0.01% 1415
2024
Q4 		$121K Hold
1,234
– – ﹤0.01% 1379
2024
Q3 		$121K Buy
1,234
+35
+3% +$3.33K ﹤0.01% 1321
2024
Q2 		$111K Hold
1,199
– – ﹤0.01% 1321
2024
Q1 		$112K Hold
1,199
– – ﹤0.01% 1244
2023
Q4 		$102K Buy
+1,199
New +$96.2K ﹤0.01% 1235
2020
Q2 		– Sell
-8,588
Closed -$422K – 2914
2020
Q1 		$383K Sell
8,588
-225
-3% -$12.1K 0.04% 406
2019
Q4 		$517K Sell
8,813
-349
-4% -$19.6K 0.04% 422
2019
Q3 		$494K Buy
+9,162
New +$491K 0.03% 494
2019
Q1 		$222K Sell
4,279
-593
-12% -$30K 0.03% 442
2018
Q4 		$225K Sell
4,872
-3,307
-40% -$168K 0.01% 817
2018
Q3 		$443K Buy
8,179
+365
+5% +$19.4K 0.02% 720
2018
Q2 		$397K Buy
7,814
+3,529
+82% +$180K 0.02% 754
2018
Q1 		$220K Hold
4,285
– – 0.01% 946
2017
Q4 		$220K Sell
4,285
-83
-2% -$4.1K 0.01% 948
2017
Q3 		$209K Buy
4,368
+256
+6% +$12K 0.01% 1113
2017
Q2 		$191K Buy
4,112
+538
+15% +$24.7K 0.01% 1151
2017
Q1 		$163K Buy
3,574
+1,743
+95% +$78.4K 0.01% 1223
2016
Q4 		$80K Buy
1,831
+1,524
+496% +$64.6K ﹤0.01% 1589
2016
Q3 		$13K Buy
307
+143
+87% +$5.98K ﹤0.01% 2678
2016
Q2 		$7K Sell
164
-4,115
-96% -$166K ﹤0.01% 2958
2016
Q1 		$222K Buy
4,279
+1,998
+88% +$75.6K 0.03% 442
2015
Q4 		$90K Buy
+2,281
New +$90.7K 0.01% 1240

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

IFP Advisors's RWL Position: Q2 2026 in Review

IFP Advisors held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 66 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

IFP Advisors first reported a position in RWL in Q4 2015 and has held it in 28 quarters since. The position peaked at $517K in Q4 2019. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • IFP Advisors held 66 shares of Invesco S&P 500 Revenue ETF worth $8.43K as of Q2 2026.
  • IFP Advisors left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3503 holding.
  • IFP Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's Invesco S&P 500 Revenue ETF position peaked at $517K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.