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SOA Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

SOA Wealth 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 		$9.58K Hold
75
– – ﹤0.01% 620
2026
Q1 		$8.61K Hold
75
– – ﹤0.01% 608
2025
Q4 		$8.58K Hold
75
– – ﹤0.01% 612
2025
Q3 		$8.29K Sell
75
-155
-67% -$16.5K ﹤0.01% 628
2025
Q2 		$24K Hold
230
– – ﹤0.01% 472
2025
Q1 		$22.8K Hold
230
– – ﹤0.01% 453
2024
Q4 		$22.5K Buy
+230
New +$23K ﹤0.01% 439

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SOA Wealth Advisors's RWL Position: Q2 2026 in Review

SOA Wealth Advisors held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 75 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

SOA Wealth Advisors first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q2 2025. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • SOA Wealth Advisors held 75 shares of Invesco S&P 500 Revenue ETF worth $9.58K as of Q2 2026.
  • SOA Wealth Advisors left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #620 holding.
  • SOA Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
  • SOA Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $24K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.