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

Sowell 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	$737K	Sell	5,766 -25	-0.4%	-$3.1K	0.02%	539
2026 Q1	$665K	Buy	+5,791	New	+$683K	0.02%	553
2020 Q2	–	Sell	-148	Closed	-$6K	–	2634
2020 Q1	$6K	Buy	+148	New	+$7.95K	﹤0.01%	1778
2019 Q4	–	Sell	-32	Closed	-$2K	–	2637
2019 Q3	$2K	Buy	+32	New	+$1.71K	﹤0.01%	2122

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

Sowell Financial Services's RWL Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.43% in Q2 2026, selling an estimated $3.1K and leaving 5,766 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #539.

Sowell Financial Services first reported a position in RWL in Q3 2019 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Sowell Financial Services held 5,766 shares of Invesco S&P 500 Revenue ETF worth $737K as of Q2 2026.
Sowell Financial Services sold 25 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $3.1K.
Invesco S&P 500 Revenue ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #539 holding.
Sowell Financial Services first reported a position in Invesco S&P 500 Revenue ETF in Q3 2019 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.