Pinnacle Associates’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Pinnacle Associates’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	$304K	Hold	2,380	–	–	﹤0.01%	812
2026 Q1	$273K	Hold	2,380	–	–	﹤0.01%	832
2025 Q4	$273K	Hold	2,380	–	–	﹤0.01%	819
2025 Q3	$263K	Hold	2,380	–	–	﹤0.01%	788
2025 Q2	$248K	Hold	2,380	–	–	﹤0.01%	781
2025 Q1	$236K	Buy	+2,380	New	+$240K	﹤0.01%	764

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

Pinnacle Associates's RWL Position: Q2 2026 in Review

Pinnacle Associates held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 2,380 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Pinnacle Associates first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Pinnacle Associates held 2,380 shares of Invesco S&P 500 Revenue ETF worth $304K as of Q2 2026.
Pinnacle Associates left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #812 holding.
Pinnacle Associates first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.