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

JNBA Financial 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
2025
Q4 		– Sell
-158
Closed -$17.5K – 807
2025
Q3 		$17.5K Sell
158
-97
-38% -$10.3K ﹤0.01% 415
2025
Q2 		$26.6K Buy
+255
New +$25.2K ﹤0.01% 360

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JNBA Financial Advisors's RWL Position: Q4 2025 in Review

JNBA Financial Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 158 shares — an estimated $17.5K sold.

JNBA Financial Advisors first reported a position in RWL in Q2 2025 and held it in 2 quarters. The position peaked at $26.6K in Q2 2025. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

  • JNBA Financial Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 158 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $17.5K.
  • JNBA Financial Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and held it in 2 quarters.
  • JNBA Financial Advisors's Invesco S&P 500 Revenue ETF position peaked at $26.6K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on JNBA Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.