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Disclosery

RWL INVESCO EXCH TRADED FD TR II

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S&P 500 REVENUE (fund)

240 managers (243 13F filers) reported a position in RWL shares at 2024-12-31, 28,132,591 shares in all. 28 filers opened a position and 8 filers sold out during the quarter.

Managers
240
13F filers
243
New
28
Added
103
Reduced
51
Sold out
8
Shares held by filers
28,132,591

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…645$63.2K<0.01%013F-HRTimelineGroup
HM PAYSON & CO640$62.7K<0.01%013F-HRTimeline
ESL Trust Services, LLC543$53.2K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC539$52.8K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\516$50.5K<0.01%-9,38413F-HRTimelineGroup
Lowe Wealth Advisors, LLC500$49K0.02%013F-HRTimeline
MAI Capital Management480$47K<0.01%new13F-HRTimeline
Operose Advisors LLC475$46.5K0.02%013F-HRTimeline
Tanglewood Legacy Advisors, LLC411$40.2K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC405$39.7K0.03%13F-HRTimeline
Abound Wealth Management380$37.2K0.01%new13F-HRTimeline
Rise Advisors, LLC359$35.2K0.02%+113F-HRTimeline
Cherry Tree Wealth Management, LLC340$33.3K0.01%013F-HRTimeline
GoalVest Advisory LLC309$30.3K0.01%-34913F-HRTimeline
Stonebridge Financial Group, LLC304$29.8K<0.01%13F-HRTimeline
Creekmur Asset Management LLC297$29.1K0.01%013F-HRTimeline
Archer Investment Corp258$25.2K0.01%+113F-HRTimeline
GAMMA Investing LLC231$22.6K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.230$22.5K<0.01%new13F-HR/ATimeline
NFSG Corp220$21.5K0.01%013F-HRTimeline
Bogart Wealth, LLC200$19.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.180$17.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC168$16.5K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC150$14.7K<0.01%+5013F-HRTimeline
WOLFF WIESE MAGANA LLC130$12.7K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.119$11.7K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.104$10.3K<0.01%013F-HRTimelineGroup
TD Capital Management LLC101$9.93K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources87$8.52K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC83$8.13K0.01%013F-HRTimeline
LEE DANNER & BASS INC70$6.85K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC69$6.76K<0.01%013F-HRTimeline
Collier Financial61$5.96K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18$1.76K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC14$1.39K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.9$895<0.01%new13F-HRTimeline
Founders Capital Management5$514<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5$490<0.01%+413F-HRTimelineGroup
LANARK FINANCIAL, INC.1$1120.01%-1,15313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.