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UAG
United Advisor Group’s
Invesco S&P 500 Revenue ETF
RWL
Stock Holding History
United Advisor Group’s Portfolio
RWL Stock Details
RWL Fund Activity
Bought
Maintained
Sold
Shares
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
VIA
Vantagepoint Investment Advisers
Washington, District of Columbia
$11.8B AUM
9.48%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
FFW
Fusion Family Wealth
Woodbury, New York
$1.34B AUM
18.88%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.7B AUM
15.55%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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