Principal Securities’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Principal Securities’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	$1.78M	Buy	13,915 +3,382	+32%	+$420K	0.02%	595
2026 Q1	$1.21M	Buy	10,533 +7,046	+202%	+$831K	0.02%	660
2025 Q4	$399K	Buy	3,487 +284	+9%	+$32K	0.01%	1027
2025 Q3	$354K	Buy	3,203 +298	+10%	+$31.8K	0.01%	1050
2025 Q2	$303K	Buy	2,905 +661	+29%	+$65.4K	0.01%	1057
2025 Q1	$220K	Hold	2,244	–	–	﹤0.01%	1089
2024 Q4	$220K	Buy	2,244 +399	+22%	+$40K	﹤0.01%	1089
2024 Q3	$181K	Buy	1,845 +573	+45%	+$54.4K	﹤0.01%	1143
2024 Q2	$118K	Sell	1,272 -4,886	-79%	-$449K	﹤0.01%	1254
2024 Q1	$577K	Buy	6,158 +440	+8%	+$38.9K	0.02%	611
2023 Q4	$488K	Buy	+5,718	New	+$459K	0.02%	611

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

Principal Securities's RWL Position: Q2 2026 in Review

Principal Securities increased its Invesco S&P 500 Revenue ETF (RWL) stake by 32% in Q2 2026, buying an estimated $420K and bringing the position to 13,915 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #595.

Principal Securities first reported a position in RWL in Q4 2023 and has held it in 11 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Principal Securities held 13,915 shares of Invesco S&P 500 Revenue ETF worth $1.78M as of Q2 2026.
Principal Securities bought 3,382 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $420K.
Invesco S&P 500 Revenue ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #595 holding.
Principal Securities first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and has held it in 11 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.