MAI Capital Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

MAI Capital 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	–	Sell	-1,340	Closed	-$154K	–	4195
2026 Q1	$154K	Buy	1,340 +778	+138%	+$91.8K	﹤0.01%	1606
2025 Q4	$64.3K	Buy	562 +46	+9%	+$5.18K	﹤0.01%	1877
2025 Q3	$57.1K	Buy	516 +1	+0.2%	+$107	﹤0.01%	1847
2025 Q2	$53.7K	Hold	515	–	–	﹤0.01%	1812
2025 Q1	$51.1K	Buy	515 +35	+7%	+$3.54K	﹤0.01%	1737
2024 Q4	$47K	Buy	+480	New	+$48.1K	﹤0.01%	1801

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

MAI Capital Management's RWL Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2026, closing a stake of 1,340 shares — an estimated $154K sold.

MAI Capital Management first reported a position in RWL in Q4 2024 and held it in 6 quarters. The position peaked at $154K in Q1 2026. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

MAI Capital Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,340 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $154K.
MAI Capital Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco S&P 500 Revenue ETF position peaked at $154K in Q1 2026.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.