USAdvisors Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

USAdvisors Wealth Management’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	$443K	Buy	3,474 +816	+31%	+$101K	0.13%	93
2026 Q1	$299K	Buy	2,658 +188	+8%	+$22.2K	0.1%	103
2025 Q4	$282K	Buy	+2,470	New	+$278K	0.09%	108
2018 Q4	–	Sell	-9,946	Closed	-$539K	–	67
2018 Q3	$539K	Buy	9,946 +3,175	+47%	+$169K	0.39%	34
2018 Q2	$343K	Buy	+6,771	New	+$345K	0.26%	47

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

USAdvisors Wealth Management's RWL Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 31% in Q2 2026, buying an estimated $101K and bringing the position to 3,474 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #93.

USAdvisors Wealth Management first reported a position in RWL in Q2 2018 and has held it in 5 quarters since. The position peaked at $539K in Q3 2018. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

USAdvisors Wealth Management held 3,474 shares of Invesco S&P 500 Revenue ETF worth $443K as of Q2 2026.
USAdvisors Wealth Management bought 816 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $101K.
Invesco S&P 500 Revenue ETF made up 0.13% of USAdvisors Wealth Management's portfolio in Q2 2026, its #93 holding.
USAdvisors Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2018 and has held it in 5 quarters since.
USAdvisors Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $539K in Q3 2018.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.