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 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 $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingswood Wealth Advisors's RWL Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 8.9% in Q1 2026, selling an estimated $634K and leaving 55,082 shares worth $6.33M. The position accounts for 0.3% of the portfolio, ranked #72.

Kingswood Wealth Advisors first reported a position in RWL in Q2 2024 and has held it in 8 quarters since. The position peaked at $7M in Q3 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Kingswood Wealth Advisors held 55,082 shares of Invesco S&P 500 Revenue ETF worth $6.33M as of Q1 2026.
Kingswood Wealth Advisors sold 5,374 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $634K.
Invesco S&P 500 Revenue ETF made up 0.3% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $7M in Q3 2025.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.