Signature Estate & Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Signature Estate & 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	$365K	Buy	2,854 +8	+0.3%	+$994	0.01%	509
2026 Q1	$327K	Buy	2,846 +10	+0.4%	+$1.18K	0.01%	517
2025 Q4	$325K	Sell	2,836 -780	-22%	-$87.9K	0.01%	483
2025 Q3	$400K	Sell	3,616 -41	-1%	-$4.37K	0.01%	424
2025 Q2	$381K	Buy	3,657 +569	+18%	+$56.3K	0.01%	407
2025 Q1	$307K	Buy	3,088 +10	+0.3%	+$1.01K	0.01%	436
2024 Q4	$301K	Buy	3,078 +162	+6%	+$16.2K	0.01%	418
2024 Q3	$286K	Buy	2,916 +9	+0.3%	+$855	0.01%	413
2024 Q2	$269K	Buy	+2,907	New	+$267K	0.01%	412

Other funds holding RWL

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Signature Estate & Investment Advisors's RWL Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.28% in Q2 2026, buying an estimated $994 and bringing the position to 2,854 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #509.

Signature Estate & Investment Advisors first reported a position in RWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $400K in Q3 2025. 214 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Signature Estate & Investment Advisors held 2,854 shares of Invesco S&P 500 Revenue ETF worth $365K as of Q2 2026.
Signature Estate & Investment Advisors bought 8 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $994.
Invesco S&P 500 Revenue ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #509 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Invesco S&P 500 Revenue ETF position peaked at $400K in Q3 2025.
214 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.