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Patriot Financial Group Insurance Agency’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Patriot Financial Group Insurance Agency’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 		$930K Sell
7,282
-6,290
-46% -$781K 0.1% 236
2026
Q1 		$1.56M Buy
13,572
+6,943
+105% +$819K 0.09% 242
2025
Q4 		$759K Buy
6,629
+581
+10% +$65.5K 0.09% 238
2025
Q3 		$669K Buy
6,048
+305
+5% +$32.5K 0.09% 246
2025
Q2 		$599K Buy
5,743
+580
+11% +$57.4K 0.07% 283
2025
Q1 		$513K Buy
5,163
+8
+0.2% +$808 0.07% 289
2024
Q4 		$505K Buy
5,155
+282
+6% +$28.3K 0.07% 282
2024
Q3 		$478K Buy
4,873
+57
+1% +$5.42K 0.06% 299
2024
Q2 		$446K Buy
4,816
+7
+0.1% +$643 0.07% 286
2024
Q1 		$451K Buy
4,809
+7
+0.1% +$619 0.07% 285
2023
Q4 		$410K Buy
4,802
+9
+0.2% +$722 0.08% 275
2023
Q3 		$375K Buy
4,793
+8
+0.2% +$645 0.08% 291
2023
Q2 		$383K Sell
4,785
-93
-2% -$7.14K 0.07% 290
2023
Q1 		$371K Buy
4,878
+9
+0.2% +$684 0.08% 281
2022
Q4 		$360K Buy
4,869
+27
+0.6% +$2K 0.05% 276
2022
Q3 		$325K Buy
4,842
+8
+0.2% +$588 0.08% 281
2022
Q2 		$338K Buy
4,834
+8
+0.2% +$606 0.07% 280
2022
Q1 		$389K Sell
4,826
-44
-0.9% -$3.47K 0.07% 281
2021
Q4 		$389K Buy
4,870
+107
+2% +$8.25K 0.06% 290
2021
Q3 		$347K Buy
4,763
+6
+0.1% +$447 0.06% 310
2021
Q2 		$351K Sell
4,757
-44
-0.9% -$3.21K 0.06% 300
2021
Q1 		$334K Sell
4,801
-506
-10% -$33.4K 0.08% 270
2020
Q4 		$331K Buy
5,307
+10
+0.2% +$588 0.08% 244
2020
Q3 		$286K Buy
5,297
+23
+0.4% +$1.24K 0.09% 207
2020
Q2 		$270K Sell
5,274
-138
-3% -$6.79K 0.1% 189
2020
Q1 		$238K Buy
5,412
+12
+0.2% +$645 0.11% 188
2019
Q4 		$315K Buy
5,400
+10
+0.2% +$562 0.12% 157
2019
Q3 		$291K Hold
5,390
– – 0.13% 148
2019
Q2 		$289K Sell
5,390
-1,755
-25% -$91.8K 0.12% 139
2019
Q1 		$368K Buy
7,145
+2,061
+41% +$104K 0.19% 95
2018
Q4 		$237K Sell
5,084
-1,509
-23% -$76.5K 0.16% 110
2018
Q3 		$357K Buy
6,593
+2,074
+46% +$110K 0.21% 75
2018
Q2 		$229K Sell
4,519
-1,658
-27% -$84.4K 0.24% 70
2018
Q1 		$301K Sell
6,177
-600
-9% -$31.2K 0.22% 94
2017
Q4 		$357K Sell
6,777
-33
-0.5% -$1.63K 0.27% 80
2017
Q3 		$327K Buy
6,810
+8
+0.1% +$374 0.29% 67
2017
Q2 		$314K Sell
6,802
-799
-11% -$36.7K 0.33% 58
2017
Q1 		$342K Hold
7,601
– – 0.36% 52
2016
Q4 		$335K Buy
+7,601
New +$322K 0.46% 39

Other funds holding RWL

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RWL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 46% in Q2 2026, selling an estimated $781K and leaving 7,282 shares worth $930K. The position accounts for 0.1% of the portfolio, ranked #236.

Patriot Financial Group Insurance Agency first reported a position in RWL in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.56M in Q1 2026. 202 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,282 shares of Invesco S&P 500 Revenue ETF worth $930K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 6,290 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $781K.
  • Invesco S&P 500 Revenue ETF made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #236 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco S&P 500 Revenue ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Invesco S&P 500 Revenue ETF position peaked at $1.56M in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.