Mutual Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Mutual 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	$442K	Sell	3,461 -39	-1%	-$4.84K	0.01%	998
2026 Q1	$402K	Hold	3,500	–	–	0.01%	990
2025 Q4	$401K	Hold	3,500	–	–	0.01%	978
2025 Q3	$392K	Buy	3,500 +1,325	+61%	+$141K	0.01%	963
2025 Q2	$230K	Hold	2,175	–	–	0.01%	1081
2025 Q1	$210K	Sell	2,175 -108	-5%	-$10.9K	0.01%	1018
2024 Q4	$230K	Buy	2,283 +1	+0%	+$100	0.01%	978
2024 Q3	$225K	Hold	2,282	–	–	0.01%	1010
2024 Q2	$217K	Buy	2,282 +1	+0%	+$92	0.01%	1008
2024 Q1	$214K	Buy	+2,281	New	+$202K	0.01%	1012
2019 Q3	–	Sell	-5,383	Closed	-$287K	–	593
2019 Q2	$287K	Sell	5,383 -495	-8%	-$25.9K	0.04%	452
2019 Q1	$303K	Buy	5,878 +11	+0.2%	+$556	0.04%	365
2018 Q4	$273K	Sell	5,867 -8,250	-58%	-$418K	0.05%	347
2018 Q3	$765K	Buy	14,117 +12	+0.1%	+$638	0.12%	212
2018 Q2	$716K	Buy	14,105 +11	+0.1%	+$560	0.16%	187
2018 Q1	$702K	Buy	+14,094	New	+$733K	0.18%	191

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

Mutual Advisors's RWL Position: Q2 2026 in Review

Mutual Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 1.1% in Q2 2026, selling an estimated $4.84K and leaving 3,461 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #998.

Mutual Advisors first reported a position in RWL in Q1 2018 and has held it in 16 quarters since. The position peaked at $765K in Q3 2018. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Mutual Advisors held 3,461 shares of Invesco S&P 500 Revenue ETF worth $442K as of Q2 2026.
Mutual Advisors sold 39 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $4.84K.
Invesco S&P 500 Revenue ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #998 holding.
Mutual Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2018 and has held it in 16 quarters since.
Mutual Advisors's Invesco S&P 500 Revenue ETF position peaked at $765K in Q3 2018.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.