Skip to content
Disclosery

RWL INVESCO EXCH TRADED FD TR II

Follow

S&P 500 REVENUE (fund)

299 managers (302 13F filers) reported a position in RWL shares at 2025-12-31, 47,684,818 shares in all. 28 filers opened a position and 25 filers sold out during the quarter.

Managers
299
13F filers
302
New
28
Added
144
Reduced
66
Sold out
25
Shares held by filers
47,684,818

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,836$325K0.01%-78013F-HRTimelineGroup
Michels Family Financial, LLC2,808$322K0.24%-5813F-HRTimeline
Orion Porfolio Solutions, LLC2,802$321K<0.01%+35313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,760$316K0.02%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD2,737$313K0.05%13F-HRTimeline
Hilltop Partners LLC2,704$310K0.08%-2613F-HRTimeline
Integrated Advisors Network LLC2,688$308K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,665$305K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC2,652$304K0.13%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,624$300K0.58%+213F-HRTimeline
Oder Investment Management, LLC2,572$294K0.21%+35413F-HRTimeline
Marks Group Wealth Management, Inc2,520$289K0.03%013F-HRTimeline
USAdvisors Wealth Management, LLC2,470$282K0.09%new13F-HRTimeline
BCS Wealth Management2,418$277K0.03%new13F-HRTimeline
Sound Income Strategies, LLC2,341$277K0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD2,380$273K<0.01%013F-HRTimeline
Jacobi Capital Management LLC2,259$259K0.01%-3713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,258$258K0.07%new13F-HRTimeline
WEDBUSH SECURITIES INC2,251$258K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,232$256K<0.01%+9413F-HRTimelineGroup
Capital Investment Advisors, LLC2,216$254K<0.01%+413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,176$249K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,140$245K<0.01%+513F-HRTimelineGroup
Huntleigh Advisors, Inc.2,136$245K0.04%-2,13613F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,125$243K0.01%new13F-HRTimeline
WEALTH EFFECTS LLC2,025$232K0.07%013F-HRTimeline
Caliber Wealth Management, LLC / KS2,017$231K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,002$229K<0.01%-42913F-HR/ATimelineGroup
Heritage Financial Services, LLC1,996$229K0.02%013F-HRTimeline
Sovran Advisors, LLC1,902$226K0.02%-19313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,948$223K0.04%13F-HRTimeline
OakTrust Wealth Advisors, LLC1,924$220K0.2%13F-HRTimeline
Marmo Financial Group, LLC1,868$214K0.1%+113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,867$214K0.01%+613F-HRTimelineGroup
Clearstead Advisors, LLC1,866$214K<0.01%013F-HRTimeline
Atlas Brown,Inc.1,862$213K0.06%+613F-HRTimeline
IFG Advisory, LLC1,861$213K0.01%+713F-HRTimeline
LOWERY THOMAS, LLC1,849$212K0.12%+613F-HRTimeline
DAVENPORT & Co LLC1,781$204K<0.01%new13F-HRTimeline
LongView Wealth Management1,700$201K0.05%new13F-HRTimeline
Pflug Koory, LLC1,560$179K0.08%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,491$171K<0.01%+1,19113F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,394$160K0.06%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,312$150K-5,437Timeline
Turning Point Benefit Group, Inc.1,259$144K0.08%-4013F-HRTimeline
LANARK FINANCIAL, INC.1,256$144K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,232$141K0.05%-10413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,191$136K<0.01%+6613F-HRTimelineGroup
AlphaCore Capital LLC1,184$136K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,117$128K<0.01%013F-HRTimeline
Arax Advisory Partners926$106K<0.01%-4413F-HRTimeline
Avion Wealth771$88K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…760$87K<0.01%+11513F-HRTimelineGroup
Glassman Wealth Services745$85.3K0.01%013F-HRTimeline
HM PAYSON & CO640$73.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC574$65.7K<0.01%013F-HRTimeline
MAI Capital Management562$64.3K<0.01%+4613F-HRTimeline
ESL Trust Services, LLC543$62.2K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC528$60.5K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC521$59.7K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.500$57.2K0.01%013F-HRTimeline
Root Financial Partners, LLC499$57.2K<0.01%-6113F-HRTimeline
Pinnacle Bancorp, Inc.488$55.9K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC475$54.4K<0.01%+4813F-HRTimelineGroup
Operose Advisors LLC475$54.4K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC411$47.1K0.03%+113F-HRTimeline
Abound Wealth Management380$43.6K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC341$39.1K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC340$38.9K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC331$37.9K<0.01%+25913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.278$31.8K<0.01%013F-HRTimelineGroup
Archer Investment Corp262$29.9K0.01%-513F-HRTimeline
SWAN Capital LLC258$29.5K0.01%new13F-HRTimeline
GAMMA Investing LLC231$26.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…229$26.2K<0.01%new13F-HRTimeline
GoalVest Advisory LLC223$25.5K<0.01%+17413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC210$24K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…170$19.4K0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…157$18K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC130$14.9K0.01%-2013F-HRTimeline
N.E.W. Advisory Services LLC119$13.6K<0.01%+2013F-HRTimeline
CBIZ Investment Advisory Services, LLC116$13.2K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.104$11.9K<0.01%013F-HRTimelineGroup
TD Capital Management LLC103$11.8K<0.01%+113F-HRTimeline
Westside Investment Management, Inc.100$11.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.75$8.58K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…70$8.02K<0.01%-6513F-HRTimelineGroup
Parallel Advisors, LLC36$4.12K<0.01%013F-HRTimeline
IFP Advisors, Inc35$4.01K<0.01%013F-HRTimeline
Larson Financial Group LLC30$3.44K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25$2.86K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC22$2.52K<0.01%13F-HRTimeline
FINANCIAL CONSULATE, INC15$1.72K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC15$1.72K<0.01%13F-HRTimeline
High Note Wealth, LLC14$1.64K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC12$1.37K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.9$1.06K<0.01%013F-HRTimeline
Founders Capital Management5$610<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.4$458<0.01%013F-HRTimeline