Nations Financial Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Nations Financial Group’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	$2.06M	Sell	16,152 -1,109	-6%	-$138K	0.1%	218
2026 Q1	$1.98M	Sell	17,261 -2,042	-11%	-$241K	0.1%	220
2025 Q4	$2.21M	Sell	19,303 -4,958	-20%	-$559K	0.12%	195
2025 Q3	$2.68M	Sell	24,261 -1,985	-8%	-$212K	0.17%	148
2025 Q2	$2.74M	Buy	26,246 +95	+0.4%	+$9.4K	0.19%	135
2025 Q1	$2.6M	Sell	26,151 -2,626	-9%	-$265K	0.2%	135
2024 Q4	$2.82M	Sell	28,777 -809	-3%	-$81.1K	0.21%	123
2024 Q3	$2.9M	Buy	29,586 +868	+3%	+$82.5K	0.21%	117
2024 Q2	$2.66M	Buy	28,718 +4,997	+21%	+$459K	0.22%	114
2024 Q1	$2.22M	Buy	23,721 +5,897	+33%	+$521K	0.19%	129
2023 Q4	$1.52M	Buy	17,824 +12,100	+211%	+$970K	0.14%	172
2023 Q3	$447K	Buy	+5,724	New	+$462K	0.05%	391

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

Nations Financial Group's RWL Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 6.4% in Q2 2026, selling an estimated $138K and leaving 16,152 shares worth $2.06M. The position accounts for 0.1% of the portfolio, ranked #218.

Nations Financial Group first reported a position in RWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.9M in Q3 2024. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Nations Financial Group held 16,152 shares of Invesco S&P 500 Revenue ETF worth $2.06M as of Q2 2026.
Nations Financial Group sold 1,109 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $138K.
Invesco S&P 500 Revenue ETF made up 0.1% of Nations Financial Group's portfolio in Q2 2026, its #218 holding.
Nations Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2023 and has held it in 12 quarters since.
Nations Financial Group's Invesco S&P 500 Revenue ETF position peaked at $2.9M in Q3 2024.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.