Intrua Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Intrua Financial’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	$6.68M	Buy	52,268 +2,747	+6%	+$341K	0.61%	30
2026 Q1	$5.69M	Buy	49,521 +5,499	+12%	+$649K	0.59%	32
2025 Q4	$5.04M	Sell	44,022 -2,275	-5%	-$256K	0.53%	32
2025 Q3	$5.12M	Sell	46,297 -720	-2%	-$76.8K	0.56%	32
2025 Q2	$4.9M	Sell	47,017 -421	-0.9%	-$41.7K	0.66%	26
2025 Q1	$4.71M	Buy	47,438 +1,016	+2%	+$103K	0.69%	25
2024 Q4	$4.55M	Buy	+46,422	New	+$4.65M	0.7%	30

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

Intrua Financial's RWL Position: Q2 2026 in Review

Intrua Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 5.5% in Q2 2026, buying an estimated $341K and bringing the position to 52,268 shares worth $6.68M. The position accounts for 0.61% of the portfolio, ranked #30.

Intrua Financial first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Intrua Financial held 52,268 shares of Invesco S&P 500 Revenue ETF worth $6.68M as of Q2 2026.
Intrua Financial bought 2,747 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $341K.
Invesco S&P 500 Revenue ETF made up 0.61% of Intrua Financial's portfolio in Q2 2026, its #30 holding.
Intrua Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.