Valmark Advisers’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Valmark Advisers’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	$224K	Sell	1,752 -256	-13%	-$31.8K	﹤0.01%	696
2026 Q1	$231K	Buy	+2,008	New	+$237K	﹤0.01%	637
2025 Q1	–	Sell	-2,056	Closed	-$201K	–	621
2024 Q4	$201K	Buy	+2,056	New	+$206K	﹤0.01%	587
2023 Q3	–	Sell	-21,055	Closed	-$1.68M	–	484
2023 Q2	$1.68M	Sell	21,055 -24,380	-54%	-$1.87M	0.03%	169
2023 Q1	$3.46M	Buy	45,435 +616	+1%	+$46.8K	0.07%	96
2022 Q4	$3.31M	Buy	+44,819	New	+$3.31M	0.08%	97

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

Valmark Advisers's RWL Position: Q2 2026 in Review

Valmark Advisers reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 13% in Q2 2026, selling an estimated $31.8K and leaving 1,752 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Valmark Advisers first reported a position in RWL in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.46M in Q1 2023. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Valmark Advisers held 1,752 shares of Invesco S&P 500 Revenue ETF worth $224K as of Q2 2026.
Valmark Advisers sold 256 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $31.8K.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #696 holding.
Valmark Advisers first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 6 quarters since.
Valmark Advisers's Invesco S&P 500 Revenue ETF position peaked at $3.46M in Q1 2023.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.