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

Pinnacle Bancorp’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	$62.8K	Hold	488	–	–	0.02%	408
2026 Q2	$62.3K	Hold	488	–	–	0.02%	424
2026 Q1	$56.1K	Hold	488	–	–	0.02%	436
2025 Q4	$55.9K	Hold	488	–	–	0.02%	419
2025 Q3	$54K	Hold	488	–	–	0.02%	433
2025 Q2	$50.9K	Hold	488	–	–	0.02%	428
2025 Q1	$48.5K	Sell	488 -190	-28%	-$19.2K	0.02%	431
2024 Q4	$66.4K	Hold	678	–	–	0.02%	370
2024 Q3	$66.5K	Hold	678	–	–	0.02%	372
2024 Q2	$62.8K	Hold	678	–	–	0.02%	360
2024 Q1	$63.5K	Hold	678	–	–	0.02%	360
2023 Q4	$57.9K	Hold	678	–	–	0.02%	364
2023 Q3	$53.3K	Buy	+678	New	+$54.7K	0.02%	353

Other funds holding RWL

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

Prairie Advisory Leawood, Kansas $863M AUM

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Pinnacle Bancorp's RWL Position: Q3 2026 in Review

Pinnacle Bancorp held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2026 at 488 shares worth $62.8K. The position accounts for 0.02% of the portfolio, ranked #408.

Pinnacle Bancorp first reported a position in RWL in Q3 2023 and has held it in 13 quarters since. The position peaked at $66.5K in Q3 2024. 97 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Pinnacle Bancorp held 488 shares of Invesco S&P 500 Revenue ETF worth $62.8K as of Q3 2026.
Pinnacle Bancorp left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2026.
Invesco S&P 500 Revenue ETF made up 0.02% of Pinnacle Bancorp's portfolio in Q3 2026, its #408 holding.
Pinnacle Bancorp first reported a position in Invesco S&P 500 Revenue ETF in Q3 2023 and has held it in 13 quarters since.
Pinnacle Bancorp's Invesco S&P 500 Revenue ETF position peaked at $66.5K in Q3 2024.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.