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Disclosery

RWL INVESCO EXCH TRADED FD TR II

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S&P 500 REVENUE (fund)

251 managers (254 13F filers) reported a position in RWL shares at 2025-03-31, 37,909,809 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
251
13F filers
254
New
30
Added
110
Reduced
65
Sold out
17
Shares held by filers
37,909,809

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Glass Jacobson Investment Advisors llc1,078$106K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,010$100K<0.01%013F-HRTimeline
Glassman Wealth Services745$74K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…645$64.1K<0.01%013F-HRTimelineGroup
HM PAYSON & CO640$63.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC577$57.3K0.01%-11313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC574$57K<0.01%new13F-HRTimeline
ESL Trust Services, LLC543$53.9K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC528$52.5K0.04%new13F-HRTimeline
MAI Capital Management515$51.1K<0.01%+3513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$49.7K<0.01%-1613F-HRTimelineGroup
Pinnacle Bancorp, Inc.488$48.5K0.02%-19013F-HRTimeline
Operose Advisors LLC475$47.2K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC427$42.4K<0.01%+25913F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC411$40.8K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC407$40.4K0.03%+213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC401$39.8K<0.01%-13813F-HRTimeline
Abound Wealth Management380$37.8K0.01%013F-HRTimeline
Crewe Advisors LLC374$37.2K0.01%new13F-HRTimeline
Rise Advisors, LLC361$35.8K0.02%+213F-HRTimeline
Cherry Tree Wealth Management, LLC340$33.8K0.01%013F-HRTimeline
GoalVest Advisory LLC309$30.7K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC306$30.4K<0.01%+213F-HRTimeline
Lowe Wealth Advisors, LLC300$29.8K0.01%-20013F-HRTimeline
Creekmur Asset Management LLC297$29.5K0.01%013F-HRTimeline
Archer Investment Corp259$25.7K0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC242$24K0.01%new13F-HRTimeline
GAMMA Investing LLC231$22.9K<0.01%013F-HR/ATimeline
SOA Wealth Advisors, LLC.230$22.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$20K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC200$19.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.180$17.9K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC150$14.9K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC130$12.9K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.119$11.8K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC115$11.4K<0.01%new13F-HR/ATimeline
TD Capital Management LLC102$10.1K<0.01%+113F-HRTimeline
Westside Investment Management, Inc.100$9.93K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC98$9.73K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.104$9.27K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources87$8.64K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC83$8.24K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC81$8.07K<0.01%-99313F-HRTimeline
VSM Wealth Advisory, LLC80$7.91K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC71$7.08K<0.01%new13F-HRTimeline
Collier Financial61$6.08K0.01%013F-HRTimeline
Sunbelt Securities, Inc.20$1.99K<0.01%new13F-HRTimeline
High Note Wealth, LLC14$1.41K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$911<0.01%013F-HRTimeline
Founders Capital Management5$523<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.