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Prime Capital Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Prime Capital Investment Advisors’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 		$9.2M Sell
71,980
-1,616
-2% -$201K 0.09% 167
2026
Q1 		$8.46M Buy
73,596
+2,948
+4% +$348K 0.1% 166
2025
Q4 		$8.09M Buy
70,648
+2,271
+3% +$256K 0.1% 153
2025
Q3 		$7.57M Buy
68,377
+695
+1% +$74.1K 0.1% 152
2025
Q2 		$7.06M Sell
67,682
-995
-1% -$98.5K 0.09% 158
2025
Q1 		$6.82M Buy
68,677
+6,340
+10% +$641K 0.08% 183
2024
Q4 		$6.1M Buy
62,337
+4,929
+9% +$494K 0.09% 160
2024
Q3 		$5.63M Sell
57,408
-587
-1% -$55.8K 0.08% 168
2024
Q2 		$5.37M Sell
57,995
-2,167
-4% -$199K 0.08% 173
2024
Q1 		$5.64M Sell
60,162
-294
-0.5% -$26K 0.08% 188
2023
Q4 		$5.16M Buy
60,456
+68
+0.1% +$5.45K 0.08% 192
2023
Q3 		$4.72M Sell
60,388
-1,058
-2% -$85.3K 0.1% 163
2023
Q2 		$4.92M Buy
+61,446
New +$4.71M 0.1% 163

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prime Capital Investment Advisors's RWL Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 2.2% in Q2 2026, selling an estimated $201K and leaving 71,980 shares worth $9.2M. The position accounts for 0.09% of the portfolio, ranked #167.

Prime Capital Investment Advisors first reported a position in RWL in Q2 2023 and has held it in 13 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Prime Capital Investment Advisors held 71,980 shares of Invesco S&P 500 Revenue ETF worth $9.2M as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,616 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $201K.
  • Invesco S&P 500 Revenue ETF made up 0.09% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and has held it in 13 quarters since.
  • 347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.