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 Q3	$610K	Sell	4,744 -113	-2%	-$14.9K	0.06%	307
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 $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

United Advisor Group's RWL Position: Q3 2026 in Review

United Advisor Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 2.3% in Q3 2026, selling an estimated $14.9K and leaving 4,744 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #307.

United Advisor Group first reported a position in RWL in Q1 2024 and has held it in 11 quarters since. The position peaked at $621K in Q2 2026. 322 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

United Advisor Group held 4,744 shares of Invesco S&P 500 Revenue ETF worth $610K as of Q3 2026.
United Advisor Group sold 113 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $14.9K.
Invesco S&P 500 Revenue ETF made up 0.06% of United Advisor Group's portfolio in Q3 2026, its #307 holding.
United Advisor Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Invesco S&P 500 Revenue ETF position peaked at $621K in Q2 2026.
322 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.