Nations Financial Group
RWL icon

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
Q3 		$1.76M Sell
13,649
-2,503
-15% -$331K 0.09% 235
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Nations Financial Group's RWL Position: Q3 2026 in Review

Nations Financial Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 15% in Q3 2026, selling an estimated $331K and leaving 13,649 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #235.

Nations Financial Group first reported a position in RWL in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.9M in Q3 2024. 215 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

  • Nations Financial Group held 13,649 shares of Invesco S&P 500 Revenue ETF worth $1.76M as of Q3 2026.
  • Nations Financial Group sold 2,503 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $331K.
  • Invesco S&P 500 Revenue ETF made up 0.09% of Nations Financial Group's portfolio in Q3 2026, its #235 holding.
  • Nations Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2023 and has held it in 13 quarters since.
  • Nations Financial Group's Invesco S&P 500 Revenue ETF position peaked at $2.9M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.