Independent Advisor Alliance’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Independent Advisor Alliance’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	–	Sell	-175,327	Closed	-$20.1M	–	1517
2026 Q1	$20.1M	Buy	+175,327	New	+$20.7M	0.22%	91
2025 Q1	–	Sell	-221,285	Closed	-$21.7M	–	1262
2024 Q4	$21.7M	Buy	+221,285	New	+$22.2M	0.29%	73
2020 Q1	–	Sell	-4,275	Closed	-$249K	–	774
2019 Q4	$249K	Buy	+4,275	New	+$240K	0.01%	743

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

Independent Advisor Alliance's RWL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2026, closing a stake of 175,327 shares — an estimated $20.1M sold.

Independent Advisor Alliance first reported a position in RWL in Q4 2019 and held it in 3 quarters. The position peaked at $21.7M in Q4 2024. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 175,327 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $20.1M.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco S&P 500 Revenue ETF position peaked at $21.7M in Q4 2024.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.