World Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

World Investment Advisors’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	$4.42M	Hold	38,506	–	–	0.07%	287
2026 Q1	$4.42M	Buy	38,506 +790	+2%	+$93.2K	0.07%	291
2025 Q4	$4.32M	Sell	37,716 -5,514	-13%	-$621K	0.07%	286
2025 Q3	$4.78M	Buy	43,230 +154	+0.4%	+$16.4K	0.1%	236
2025 Q2	$4.49M	Sell	43,076 -335	-0.8%	-$33.2K	0.1%	229
2025 Q1	$4.31M	Buy	43,411 +168	+0.4%	+$17K	0.11%	214
2024 Q4	$4.23M	Buy	43,243 +635	+1%	+$63.6K	0.12%	198
2024 Q3	$4.18M	Sell	42,608 -719	-2%	-$68.3K	0.13%	180
2024 Q2	$4.01M	Buy	43,327 +150	+0.3%	+$13.8K	0.25%	85
2024 Q1	$4.05M	Buy	+43,177	New	+$3.82M	0.58%	38

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

World Investment Advisors's RWL Position: Q2 2026 in Review

World Investment Advisors held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 38,506 shares worth $4.42M. The position accounts for 0.07% of the portfolio, ranked #287.

World Investment Advisors first reported a position in RWL in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.78M in Q3 2025. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

World Investment Advisors held 38,506 shares of Invesco S&P 500 Revenue ETF worth $4.42M as of Q2 2026.
World Investment Advisors left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #287 holding.
World Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Invesco S&P 500 Revenue ETF position peaked at $4.78M in Q3 2025.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.