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International Assets Investment Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

International Assets 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
2026
Q2 		$84.4K Buy
657
+500
+318% +$62.1K 0.01% 1147
2026
Q1 		$18.1K Hold
157
– – ﹤0.01% 1529
2025
Q4 		$18K Buy
+157
New +$17.7K ﹤0.01% 1504
2024
Q3 		– Sell
-157
Closed -$14.6K – 2488
2024
Q2 		$14.6K Buy
+157
New +$14.4K ﹤0.01% 1559
2023
Q2 		– Sell
-85,265
Closed -$4.17M – 850
2023
Q1 		$4.17M Buy
+85,265
New +$6.48M 0.6% 23

Other funds holding RWL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

International Assets Investment Management's RWL Position: Q2 2026 in Review

International Assets Investment Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 318% in Q2 2026, buying an estimated $62.1K and bringing the position to 657 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #1147.

International Assets Investment Management first reported a position in RWL in Q1 2023 and has held it in 5 quarters since. The position peaked at $4.17M in Q1 2023. 135 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • International Assets Investment Management held 657 shares of Invesco S&P 500 Revenue ETF worth $84.4K as of Q2 2026.
  • International Assets Investment Management bought 500 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $62.1K.
  • Invesco S&P 500 Revenue ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1147 holding.
  • International Assets Investment Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2023 and has held it in 5 quarters since.
  • International Assets Investment Management's Invesco S&P 500 Revenue ETF position peaked at $4.17M in Q1 2023.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.