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Optima Capital’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Optima Capital’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 		$5.87M Buy
45,959
+5,254
+13% +$653K 2.32% 11
2026
Q1 		$4.68M Buy
40,705
+10,847
+36% +$1.28M 2.17% 10
2025
Q4 		$3.42M Buy
29,858
+2,347
+9% +$264K 1.48% 17
2025
Q3 		$3.04M Buy
27,511
+2,213
+9% +$236K 1.48% 21
2025
Q2 		$2.64M Buy
+25,298
New +$2.5M 1.42% 19

Other funds holding RWL

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Optima Capital's RWL Position: Q2 2026 in Review

Optima Capital increased its Invesco S&P 500 Revenue ETF (RWL) stake by 13% in Q2 2026, buying an estimated $653K and bringing the position to 45,959 shares worth $5.87M. The position accounts for 2.32% of the portfolio, ranked #11.

Optima Capital first reported a position in RWL in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Optima Capital held 45,959 shares of Invesco S&P 500 Revenue ETF worth $5.87M as of Q2 2026.
  • Optima Capital bought 5,254 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $653K.
  • Invesco S&P 500 Revenue ETF made up 2.32% of Optima Capital's portfolio in Q2 2026, its #11 holding.
  • Optima Capital first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.