Truist Financial
RWL icon

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

Truist Financial’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 		$6.06M Buy
47,400
+1,094
+2% +$136K 0.01% 824
2026
Q1 		$5.32M Sell
46,306
-40
-0.1% -$4.72K 0.01% 836
2025
Q4 		$5.31M Buy
46,346
+17,113
+59% +$1.93M 0.01% 830
2025
Q3 		$3.23M Sell
29,233
-1,196
-4% -$128K ﹤0.01% 1102
2025
Q2 		$3.17M Buy
30,429
+1,131
+4% +$112K ﹤0.01% 1069
2025
Q1 		$2.91M Sell
29,298
-910
-3% -$91.9K ﹤0.01% 1047
2024
Q4 		$2.96M Buy
30,208
+927
+3% +$92.9K ﹤0.01% 1063
2024
Q3 		$2.87M Buy
29,281
+2,088
+8% +$198K ﹤0.01% 1079
2024
Q2 		$2.52M Buy
27,193
+1,360
+5% +$125K ﹤0.01% 1170
2024
Q1 		$2.42M Sell
25,833
-405
-2% -$35.8K ﹤0.01% 1189
2023
Q4 		$2.24M Sell
26,238
-45
-0.2% -$3.61K ﹤0.01% 1203
2023
Q3 		$2.05M Buy
26,283
+176
+0.7% +$14.2K ﹤0.01% 1224
2023
Q2 		$2.09M Sell
26,107
-469
-2% -$36K ﹤0.01% 1247
2023
Q1 		$2.02M Sell
26,576
-251
-0.9% -$19.1K ﹤0.01% 1230
2022
Q4 		$1.98M Buy
26,827
+579
+2% +$42.8K ﹤0.01% 1212
2022
Q3 		$1.76M Buy
26,248
+4,545
+21% +$334K ﹤0.01% 1247
2022
Q2 		$1.52M Sell
21,703
-425
-2% -$32.2K ﹤0.01% 1360
2022
Q1 		$1.78M Buy
22,128
+12,224
+123% +$965K ﹤0.01% 1339
2021
Q4 		$792K Buy
9,904
+22
+0.2% +$1.7K ﹤0.01% 1767
2021
Q3 		$719K Buy
9,882
+115
+1% +$8.57K ﹤0.01% 1807
2021
Q2 		$720K Sell
9,767
-309
-3% -$22.6K ﹤0.01% 1828
2021
Q1 		$701K Sell
10,076
-2,529
-20% -$167K ﹤0.01% 1791
2020
Q4 		$785K Buy
12,605
+7,009
+125% +$412K ﹤0.01% 1618
2020
Q3 		$302K Sell
5,596
-364
-6% -$19.7K ﹤0.01% 2010
2020
Q2 		$305K Sell
5,960
-1,974
-25% -$97.1K ﹤0.01% 1942
2020
Q1 		$348K Sell
7,934
-1,424
-15% -$76.5K ﹤0.01% 1771
2019
Q4 		$546K Buy
+9,358
New +$526K ﹤0.01% 1798

Other funds holding RWL

LPL Financial
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
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Truist Financial's RWL Position: Q2 2026 in Review

Truist Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 2.4% in Q2 2026, buying an estimated $136K and bringing the position to 47,400 shares worth $6.06M. The position accounts for 0.01% of the portfolio, ranked #824.

Truist Financial first reported a position in RWL in Q4 2019 and has held it in 27 quarters since. 212 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • Truist Financial held 47,400 shares of Invesco S&P 500 Revenue ETF worth $6.06M as of Q2 2026.
  • Truist Financial bought 1,094 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $136K.
  • Invesco S&P 500 Revenue ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #824 holding.
  • Truist Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and has held it in 27 quarters since.
  • 212 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.