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J.W. Cole Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

J.W. Cole 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 		$1.55M Buy
12,115
+94
+0.8% +$11.7K 0.03% 595
2026
Q1 		$1.38M Buy
12,021
+228
+2% +$26.9K 0.05% 311
2025
Q4 		$1.34M Buy
11,793
+586
+5% +$66K 0.03% 546
2025
Q3 		$1.24M Buy
11,207
+2,505
+29% +$267K 0.02% 645
2025
Q2 		$908K Buy
8,702
+4,424
+103% +$438K 0.02% 698
2025
Q1 		$425K Buy
+4,278
New +$432K 0.01% 815

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

J.W. Cole Advisors's RWL Position: Q2 2026 in Review

J.W. Cole Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.78% in Q2 2026, buying an estimated $11.7K and bringing the position to 12,115 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #595.

J.W. Cole Advisors first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • J.W. Cole Advisors held 12,115 shares of Invesco S&P 500 Revenue ETF worth $1.55M as of Q2 2026.
  • J.W. Cole Advisors bought 94 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $11.7K.
  • Invesco S&P 500 Revenue ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #595 holding.
  • J.W. Cole Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
  • 347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.