PFS
RWL icon

Prospera Financial Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Prospera Financial Services’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 		$2.45M Buy
19,191
+863
+5% +$107K 0.04% 461
2026
Q1 		$2.11M Buy
18,328
+1,716
+10% +$202K 0.03% 491
2025
Q4 		$1.9M Buy
16,612
+1,569
+10% +$177K 0.03% 492
2025
Q3 		$1.67M Buy
15,043
+39
+0.3% +$4.16K 0.03% 525
2025
Q2 		$1.57M Sell
15,004
-521
-3% -$51.6K 0.03% 526
2025
Q1 		$1.54M Sell
15,525
-95
-0.6% -$9.6K 0.04% 440
2024
Q4 		$1.53M Buy
15,620
+1,182
+8% +$118K 0.04% 433
2024
Q3 		$1.42M Buy
14,438
+584
+4% +$55.5K 0.04% 417
2024
Q2 		$1.28M Sell
13,854
-1,124
-8% -$103K 0.04% 440
2024
Q1 		$1.4M Sell
14,978
-600
-4% -$53K 0.04% 410
2023
Q4 		$1.33M Buy
15,578
+849
+6% +$68.1K 0.04% 397
2023
Q3 		$1.15M Buy
14,729
+11,675
+382% +$941K 0.04% 395
2023
Q2 		$244K Buy
3,054
+1
+0% +$77 0.01% 885
2023
Q1 		$232K Buy
3,053
+52
+2% +$3.95K 0.01% 866
2022
Q4 		$222K Sell
3,001
-118
-4% -$8.73K 0.01% 813
2022
Q3 		$209K Buy
3,119
+886
+40% +$65.2K 0.01% 775
2022
Q2 		$156K Sell
2,233
-492
-18% -$37.3K 0.01% 791
2022
Q1 		$220K Buy
+2,725
New +$215K 0.01% 858
2020
Q4 		– Sell
-1,631
Closed -$88K – 1380
2020
Q3 		$88K Buy
+1,631
New +$88.1K 0.03% 444

Other funds holding RWL

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return