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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prime Capital Investment Advisors's RWL Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 4.2% in Q1 2026, buying an estimated $348K and bringing the position to 73,596 shares worth $8.46M. The position accounts for 0.1% of the portfolio, ranked #166.

Prime Capital Investment Advisors first reported a position in RWL in Q2 2023 and has held it in 12 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Prime Capital Investment Advisors held 73,596 shares of Invesco S&P 500 Revenue ETF worth $8.46M as of Q1 2026.
Prime Capital Investment Advisors bought 2,948 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $348K.
Invesco S&P 500 Revenue ETF made up 0.1% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #166 holding.
Prime Capital Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and has held it in 12 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.