United Advisor Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$558K Sell
4,854
-41
-0.8% -$4.84K 0.07% 261
2025
Q4
$560K Buy
4,895
+278
+6% +$31.3K 0.07% 258
2025
Q3
$511K Buy
4,617
+171
+4% +$18.2K 0.07% 262
2025
Q2
$464K Sell
4,446
-38
-0.8% -$3.76K 0.08% 232
2025
Q1
$445K Buy
4,484
+968
+28% +$97.8K 0.09% 205
2024
Q4
$344K Sell
3,516
-1,591
-31% -$159K 0.07% 264
2024
Q3
$501K Buy
5,107
+5
+0.1% +$475 0.11% 191
2024
Q2
$473K Buy
5,102
+1,404
+38% +$129K 0.15% 134
2024
Q1
$347K Buy
+3,698
New +$327K 0.13% 148

Other funds holding RWL

United Advisor Group's RWL Position: Q1 2026 in Review

United Advisor Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.84% in Q1 2026, selling an estimated $4.84K and leaving 4,854 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #261.

United Advisor Group first reported a position in RWL in Q1 2024 and has held it in 9 quarters since. The position peaked at $560K in Q4 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • United Advisor Group held 4,854 shares of Invesco S&P 500 Revenue ETF worth $558K as of Q1 2026.
  • United Advisor Group sold 41 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $4.84K.
  • Invesco S&P 500 Revenue ETF made up 0.07% of United Advisor Group's portfolio in Q1 2026, its #261 holding.
  • United Advisor Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 9 quarters since.
  • United Advisor Group's Invesco S&P 500 Revenue ETF position peaked at $560K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.