Kingswood Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Kingswood Wealth 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	$7.03M	Sell	55,062 -20	-0%	-$2.48K	0.28%	74
2026 Q1	$6.33M	Sell	55,082 -5,374	-9%	-$634K	0.3%	72
2025 Q4	$6.92M	Sell	60,456 -2,796	-4%	-$315K	0.33%	59
2025 Q3	$7M	Buy	63,252 +19,031	+43%	+$2.03M	0.42%	43
2025 Q2	$4.61M	Sell	44,221 -1,899	-4%	-$188K	0.36%	55
2025 Q1	$4.58M	Buy	46,120 +502	+1%	+$50.7K	0.42%	41
2024 Q4	$4.47M	Buy	45,618 +21,541	+89%	+$2.16M	0.34%	55
2024 Q3	$2.36M	Buy	24,077 +21,238	+748%	+$2.02M	0.17%	136
2024 Q2	$263K	Buy	+2,839	New	+$261K	0.02%	562

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

Kingswood Wealth Advisors's RWL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.04% in Q2 2026, selling an estimated $2.48K and leaving 55,062 shares worth $7.03M. The position accounts for 0.28% of the portfolio, ranked #74.

Kingswood Wealth Advisors first reported a position in RWL in Q2 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Kingswood Wealth Advisors held 55,062 shares of Invesco S&P 500 Revenue ETF worth $7.03M as of Q2 2026.
Kingswood Wealth Advisors sold 20 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $2.48K.
Invesco S&P 500 Revenue ETF made up 0.28% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.