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Disclosery

RWL INVESCO EXCH TRADED FD TR II

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S&P 500 REVENUE (fund)

286 managers (290 13F filers) reported a position in RWL shares at 2025-09-30, 45,474,336 shares in all. 38 filers opened a position and 10 filers sold out during the quarter.

Managers
286
13F filers
290
New
38
Added
123
Reduced
73
Sold out
10
Shares held by filers
45,474,336

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Orion Porfolio Solutions, LLC2,449$271K<0.01%-22313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,431$269K<0.01%-30013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD2,380$263K<0.01%013F-HRTimeline
GWN SECURITIES INC.2,296$255K0.06%+7113F-HRTimeline
Jacobi Capital Management LLC2,296$254K0.02%-4613F-HRTimeline
Oder Investment Management, LLC2,218$245K0.18%new13F-HRTimeline
Capital Investment Advisors, LLC2,212$245K<0.01%+513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,176$241K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…2,138$237K<0.01%+8013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,135$236K<0.01%+1713F-HRTimelineGroup
Sovran Advisors, LLC2,095$233K0.02%-2613F-HRTimeline
WEALTH EFFECTS LLC2,025$224K0.07%new13F-HRTimeline
Caliber Wealth Management, LLC / KS2,017$223K0.02%013F-HRTimeline
Heritage Financial Services, LLC1,996$221K0.02%-52513F-HRTimeline
Marmo Financial Group, LLC1,867$207K0.1%new13F-HRTimeline
Clearstead Advisors, LLC1,866$206K<0.01%-9413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,865$206K<0.01%-1,75113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.1,861$206K0.01%new13F-HRTimelineGroup
Atlas Brown,Inc.1,856$205K0.06%new13F-HRTimeline
IFG Advisory, LLC1,854$205K0.01%new13F-HRTimeline
Pinnacle Financial Partners Inc1,845$204K<0.01%new13F-HRTimeline
LOWERY THOMAS, LLC1,843$204K0.12%new13F-HRTimeline
Pflug Koory, LLC1,559$172K0.08%+213F-HRTimeline
Glass Jacobson Investment Advisors llc1,336$148K0.05%+20813F-HRTimeline
Turning Point Benefit Group, Inc.1,299$144K0.09%-1,18113F-HRTimeline
LANARK FINANCIAL, INC.1,256$139K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,125$124K<0.01%+62513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,117$124K<0.01%-113F-HRTimeline
Grey Fox Wealth Advisors, LLC1,040$115K0.02%new13F-HRTimeline
Arax Advisory Partners970$107K<0.01%013F-HRTimeline
Glassman Wealth Services745$82.4K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…645$71.4K<0.01%013F-HRTimelineGroup
HM PAYSON & CO640$70.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC574$63.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC560$62K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.557$61.6K<0.01%-43313F-HRTimeline
ESL Trust Services, LLC543$60.1K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC528$58.5K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC521$57.7K<0.01%013F-HRTimeline
MAI Capital Management516$57.1K<0.01%+113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.500$55.3K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.488$54K0.02%013F-HRTimeline
Operose Advisors LLC475$52.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC427$47.3K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC411$45.4K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC410$45.4K0.03%+213F-HRTimeline
Abound Wealth Management380$42.1K0.01%013F-HRTimeline
Rise Advisors, LLC363$40.2K0.01%+113F-HRTimeline
Tortoise Investment Management, LLC350$38.7K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC341$37.8K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC340$37.6K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC300$33K<0.01%+10013F-HRTimelineGroup
Creekmur Asset Management LLC297$32.9K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.278$30.8K<0.01%+9813F-HRTimelineGroup
Archer Investment Corp267$29.5K0.01%+713F-HRTimeline
GAMMA Investing LLC231$25.6K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC210$23.2K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC200$22.1K0.01%-10013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…170$18.8K0.01%new13F-HRTimelineGroup
JNBA Financial Advisors158$17.5K<0.01%-9713F-HRTimeline
GPS Wealth Strategies Group, LLC150$16.6K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC150$16.6K0.01%+2013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…135$14.9K0.01%new13F-HRTimelineGroup
True Wealth Design, LLC131$14.5K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.119$13.2K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC115$12.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.104$11.5K<0.01%013F-HRTimelineGroup
TD Capital Management LLC102$11.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.100$11.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC99$10.9K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC90$9.96K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC83$9.19K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.75$8.29K<0.01%-15513F-HRTimeline
Aptus Capital Advisors, LLC72$7.97K<0.01%013F-HRTimeline
GoalVest Advisory LLC49$5.42K<0.01%-19013F-HRTimeline
Parallel Advisors, LLC36$3.98K<0.01%013F-HRTimeline
IFP Advisors, Inc35$3.87K<0.01%-20513F-HR/ATimeline
Larson Financial Group LLC30$3.32K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25$2.77K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC14$1.58K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC13$1.44K<0.01%new13F-HRTimeline
CVA Family Office, LLC10$1.11K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.9$1.02K<0.01%013F-HRTimeline
Founders Capital Management5$587<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.4$443<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.