JY
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Jeff Yass’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Jeff Yass’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
2018
Q2 		– Sell
-22,500
Closed -$1.12M – 10288
2018
Q1 		$1.12M Buy
22,500
+6,400
+40% +$333K ﹤0.01% 5011
2017
Q4 		$827K Buy
+16,100
New +$795K ﹤0.01% 5622
2016
Q2 		– Sell
-6,000
Closed -$241K – 9213
2016
Q1 		$241K Buy
+6,000
New +$227K ﹤0.01% 7640

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

Jeff Yass's RWL Position: Q2 2026 in Review

Jeff Yass increased its Invesco S&P 500 Revenue ETF (RWL) stake by 138% in Q2 2026, buying an estimated $780K and bringing the position to 10,816 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #7359.

Jeff Yass first reported a position in RWL in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.79M in Q3 2013. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Jeff Yass held 10,816 shares of Invesco S&P 500 Revenue ETF worth $1.38M as of Q2 2026.
  • Jeff Yass bought 6,278 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $780K.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7359 holding.
  • Jeff Yass first reported a position in Invesco S&P 500 Revenue ETF in Q2 2013 and has held it in 48 quarters since.
  • Jeff Yass's Invesco S&P 500 Revenue ETF position peaked at $4.79M in Q3 2013.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.