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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$621K	Buy	4,857 +3	+0.1%	+$373	0.07%	275
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 $1.26T 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

United Advisor Group's RWL Position: Q2 2026 in Review

United Advisor Group increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.06% in Q2 2026, buying an estimated $373 and bringing the position to 4,857 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #275.

United Advisor Group first reported a position in RWL in Q1 2024 and has held it in 10 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

United Advisor Group held 4,857 shares of Invesco S&P 500 Revenue ETF worth $621K as of Q2 2026.
United Advisor Group bought 3 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $373.
Invesco S&P 500 Revenue ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #275 holding.
United Advisor Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.