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

Resonant Capital 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	$9.31M	Hold	72,877	–	–	0.44%	44
2026 Q1	$8.37M	Buy	72,877 +1,874	+3%	+$221K	0.44%	46
2025 Q4	$8.13M	Sell	71,003 -898	-1%	-$101K	0.45%	45
2025 Q3	$7.96M	Sell	71,901 -1,874	-3%	-$200K	0.46%	45
2025 Q2	$7.69M	Sell	73,775 -245	-0.3%	-$24.2K	0.49%	46
2025 Q1	$7.35M	Hold	74,020	–	–	0.51%	42
2024 Q4	$7.25M	Hold	74,020	–	–	0.53%	43
2024 Q3	$7.26M	Sell	74,020 -207	-0.3%	-$19.7K	0.53%	42
2024 Q2	$6.87M	Hold	74,227	–	–	0.56%	41
2024 Q1	$6.96M	Hold	74,227	–	–	0.6%	39
2023 Q4	$6.33M	Sell	74,227 -427	-0.6%	-$34.2K	0.61%	37
2023 Q3	$5.83M	Hold	74,654	–	–	0.62%	38
2023 Q2	$5.97M	Sell	74,654 -569	-0.8%	-$43.7K	0.65%	38
2023 Q1	$5.72M	Hold	75,223	–	–	0.65%	39
2022 Q4	$5.56M	Sell	75,223 -357	-0.5%	-$26.4K	0.69%	38
2022 Q3	$5.07M	Hold	75,580	–	–	0.77%	32
2022 Q2	$5.28M	Hold	75,580	–	–	0.82%	28
2022 Q1	$6.1M	Buy	75,580 +742	+1%	+$58.6K	0.9%	23
2021 Q4	$5.98M	Sell	74,838 -2,912	-4%	-$225K	0.9%	25
2021 Q3	$5.66M	Buy	77,750 +32,767	+73%	+$2.44M	0.98%	21
2021 Q2	$3.32M	Buy	44,983 +111	+0.2%	+$8.1K	0.64%	27
2021 Q1	$3.12M	Hold	44,872	–	–	0.64%	28
2020 Q4	$2.79M	Sell	44,872 -4,364	-9%	-$257K	0.66%	26
2020 Q3	$2.65M	Sell	49,236 -33,620	-41%	-$1.82M	0.76%	25
2020 Q2	$4.24M	Sell	82,856 -29,685	-26%	-$1.46M	1.23%	20
2020 Q1	$4.94M	Sell	112,541 -10,182	-8%	-$547K	1.8%	11
2019 Q4	$7.16M	Buy	+122,723	New	+$6.9M	2.26%	8

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

Resonant Capital Advisors's RWL Position: Q2 2026 in Review

Resonant Capital Advisors held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 72,877 shares worth $9.31M. The position accounts for 0.44% of the portfolio, ranked #44.

Resonant Capital Advisors first reported a position in RWL in Q4 2019 and has held it in 27 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Resonant Capital Advisors held 72,877 shares of Invesco S&P 500 Revenue ETF worth $9.31M as of Q2 2026.
Resonant Capital Advisors left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.44% of Resonant Capital Advisors's portfolio in Q2 2026, its #44 holding.
Resonant Capital Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and has held it in 27 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.