Mount Yale Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Mount Yale Investment 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	$3.22M	Sell	25,232 -3,625	-13%	-$450K	0.06%	304
2026 Q1	$3.32M	Sell	28,857 -511	-2%	-$60.3K	0.08%	261
2025 Q4	$3.36M	Sell	29,368 -2,729	-9%	-$307K	0.16%	134
2025 Q3	$3.55M	Buy	+32,097	New	+$3.42M	0.25%	91

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

Mount Yale Investment Advisors's RWL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 13% in Q2 2026, selling an estimated $450K and leaving 25,232 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #304.

Mount Yale Investment Advisors first reported a position in RWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.55M in Q3 2025. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Mount Yale Investment Advisors held 25,232 shares of Invesco S&P 500 Revenue ETF worth $3.22M as of Q2 2026.
Mount Yale Investment Advisors sold 3,625 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $450K.
Invesco S&P 500 Revenue ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #304 holding.
Mount Yale Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's Invesco S&P 500 Revenue ETF position peaked at $3.55M in Q3 2025.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.