Mission Hills Financial Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Mission Hills Financial Advisory’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	$5.25M	Sell	41,107 -26,320	-39%	-$3.27M	2.31%	13
2026 Q1	$7.75M	Buy	67,427 +1,197	+2%	+$141K	3.97%	11
2025 Q4	$7.58M	Buy	66,230 +1,389	+2%	+$156K	4%	11
2025 Q3	$7.18M	Buy	64,841 +769	+1%	+$82K	3.81%	12
2025 Q2	$6.68M	Sell	64,072 -1,877	-3%	-$186K	4.15%	11
2025 Q1	$6.55M	Sell	65,949 -1,260	-2%	-$127K	4.55%	11
2024 Q4	$6.58M	Buy	67,209 +8,170	+14%	+$819K	5.11%	8
2024 Q3	$5.99M	Buy	+59,039	New	+$5.61M	5.09%	9

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

Mission Hills Financial Advisory's RWL Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 39% in Q2 2026, selling an estimated $3.27M and leaving 41,107 shares worth $5.25M. The position accounts for 2.31% of the portfolio, ranked #13.

Mission Hills Financial Advisory first reported a position in RWL in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.75M in Q1 2026. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Mission Hills Financial Advisory held 41,107 shares of Invesco S&P 500 Revenue ETF worth $5.25M as of Q2 2026.
Mission Hills Financial Advisory sold 26,320 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $3.27M.
Invesco S&P 500 Revenue ETF made up 2.31% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #13 holding.
Mission Hills Financial Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
Mission Hills Financial Advisory's Invesco S&P 500 Revenue ETF position peaked at $7.75M in Q1 2026.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.