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Regatta Research & Money Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Regatta Research & Money Management’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 		$37.4K Buy
+293
New +$36.4K 0.04% 306

Other funds holding RWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Regatta Research & Money Management's RWL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 293 shares worth $37.4K. The stake represents 0.04% of the portfolio and ranks #306 among its holdings.

279 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Regatta Research & Money Management held 293 shares of Invesco S&P 500 Revenue ETF worth $37.4K as of Q2 2026.
  • Invesco S&P 500 Revenue ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco S&P 500 Revenue ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #306 holding.
  • 279 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.