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

Sovran 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	$554K	Buy	4,184 +2,315	+124%	+$288K	0.04%	360
2026 Q1	$232K	Sell	1,869 -33	-2%	-$3.89K	0.02%	513
2025 Q4	$226K	Sell	1,902 -193	-9%	-$21.7K	0.02%	508
2025 Q3	$233K	Sell	2,095 -26	-1%	-$2.77K	0.02%	475
2025 Q2	$222K	Sell	2,121 -216	-9%	-$21.4K	0.02%	457
2025 Q1	$219K	Buy	+2,337	New	+$236K	0.03%	433

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

Sovran Advisors's RWL Position: Q2 2026 in Review

Sovran Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 124% in Q2 2026, buying an estimated $288K and bringing the position to 4,184 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #360.

Sovran Advisors first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Sovran Advisors held 4,184 shares of Invesco S&P 500 Revenue ETF worth $554K as of Q2 2026.
Sovran Advisors bought 2,315 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $288K.
Invesco S&P 500 Revenue ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #360 holding.
Sovran Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.