Steward Partners Investment Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Steward Partners Investment Advisory’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	$8.38M	Buy	65,611 +859	+1%	+$107K	0.04%	396
2026 Q1	$7.44M	Buy	64,752 +541	+0.8%	+$63.8K	0.04%	401
2025 Q4	$7.35M	Buy	64,211 +52,035	+427%	+$5.86M	0.04%	374
2025 Q3	$1.35M	Buy	12,176 +84	+0.7%	+$8.96K	0.01%	925
2025 Q2	$1.26M	Hold	12,092	–	–	0.01%	890
2025 Q1	$1.2M	Buy	12,092 +176	+1%	+$17.8K	0.01%	839
2024 Q4	$1.17M	Buy	11,916 +20	+0.2%	+$2K	0.01%	817
2024 Q3	$1.17M	Sell	11,896 -1,130	-9%	-$107K	0.01%	807
2024 Q2	$1.21M	Buy	13,026 +54	+0.4%	+$4.96K	0.01%	754
2024 Q1	$1.22M	Sell	12,972 -2,205	-15%	-$195K	0.01%	729
2023 Q4	$1.3M	Buy	15,177 +1,754	+13%	+$141K	0.02%	645
2023 Q3	$1.05M	Buy	13,423 +185	+1%	+$14.9K	0.02%	660
2023 Q2	$1.06M	Sell	13,238 -468	-3%	-$35.9K	0.02%	674
2023 Q1	$1.04M	Buy	13,706 +525	+4%	+$39.9K	0.02%	679
2022 Q4	$975K	Sell	13,181 -95	-0.7%	-$7.03K	0.02%	671
2022 Q3	$891K	Hold	13,276	–	–	0.02%	663
2022 Q2	$928K	Sell	13,276 -500	-4%	-$37.9K	0.02%	653
2022 Q1	$1.11M	Hold	13,776	–	–	0.02%	653
2021 Q4	$1.1M	Buy	13,776 +200	+1%	+$15.4K	0.02%	663
2021 Q3	$988K	Buy	13,576 +425	+3%	+$31.7K	0.02%	662
2021 Q2	$969K	Hold	13,151	–	–	0.02%	680
2021 Q1	$914K	Hold	13,151	–	–	0.02%	674
2020 Q4	$819K	Sell	13,151 -1,015	-7%	-$59.7K	0.02%	625
2020 Q3	$764K	Sell	14,166 -85	-0.6%	-$4.59K	0.02%	559
2020 Q2	$729K	Hold	14,251	–	–	0.02%	532
2020 Q1	$625K	Buy	14,251 +1,735	+14%	+$93.2K	0.02%	506
2019 Q4	$729K	Buy	12,516 +2,775	+28%	+$156K	0.02%	533
2019 Q3	$525K	Buy	9,741 +7,650	+366%	+$410K	0.02%	564
2019 Q2	$111K	Buy	+2,091	New	+$109K	﹤0.01%	1013
2018 Q4	–	Sell	-1,930	Closed	-$105K	–	1876
2018 Q3	$105K	Hold	1,930	–	–	0.01%	917
2018 Q2	$98K	Buy	1,930 +420	+28%	+$21.4K	0.01%	861
2018 Q1	$75K	Sell	1,510 -500	-25%	-$26K	0.01%	856
2017 Q4	$103K	Hold	2,010	–	–	0.01%	633
2017 Q3	$96K	Buy	+2,010	New	+$94.1K	0.01%	550

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

Steward Partners Investment Advisory's RWL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P 500 Revenue ETF (RWL) stake by 1.3% in Q2 2026, buying an estimated $107K and bringing the position to 65,611 shares worth $8.38M. The position accounts for 0.04% of the portfolio, ranked #396.

Steward Partners Investment Advisory first reported a position in RWL in Q3 2017 and has held it in 34 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Steward Partners Investment Advisory held 65,611 shares of Invesco S&P 500 Revenue ETF worth $8.38M as of Q2 2026.
Steward Partners Investment Advisory bought 859 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $107K.
Invesco S&P 500 Revenue ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #396 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q3 2017 and has held it in 34 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.