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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
LPL Financial LLC3,997,747$391M0.16%+532,79413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,231,920$316M0.08%+20,55113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,905,657$285M0.02%+58,00813F-HR/ATimelineGroup
Allworth Financial LP2,205,003$225M1.24%-191,77613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,956,141$192M0.02%+92,22113F-HRTimelineGroup
Fusion Family Wealth, LLC1,467,672$144M13.18%+51,96013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,225,300$120M0.02%new13F-HRTimelineGroup
Kozak & Associates, Inc.549,917$54.4M12.43%+71,35013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN554,834$54.3M0.01%+31,27113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.540,240$52.9M0.12%+133,02113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC538,236$52.7M0.02%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG517,836$50.7M0.01%-18,76713F-HRTimelineGroup
ERn Financial, LLC398,974$39.1M5.86%+2,42513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC392,645$38.4M0.06%+60,87913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP276,350$27.1M0.03%+9,00513F-HRTimelineGroup
Klingman & Associates, LLC267,384$26.2M1.61%+4,58113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.250,596$24.5M0.23%+11,99613F-HRTimelineGroup
Cetera Investment Advisers238,227$23.3M0.05%+29,50313F-HRTimeline
Independent Advisor Alliance221,285$21.7M0.29%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP218,190$21.4M0.02%+117,02713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding207,368$20.3M+77,993Timeline
Stewardship Advisors, LLC194,039$19M5.27%+3,05113F-HRTimeline
Mariner, LLCin group Mariner, LLC190,439$18.6M0.03%+9,42313F-HRTimelineGroup
Kraft, Davis & Associates, LLC181,432$18.6M5.31%+2,12013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…175,942$17.2M0.01%-48,19213F-HRTimelineGroup
Merit Financial Group, LLC167,218$16.4M0.29%+127,64213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.153,900$15.1M0.09%+14,76013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC150,573$14.7M0.9%+6,27713F-HRTimeline
Aspire Capital Advisors LLC148,366$14.5M4.16%+5,50913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.146,281$14.3M6.45%+3,24113F-HRTimeline
Private Advisor Group, LLC141,186$13.8M0.08%+39,77413F-HRTimeline
Investment Planning Advisors, Inc.140,588$13.8M6.01%-4,48813F-HRTimeline
Global Retirement Partners, LLC139,917$13.7M0.39%+17,35413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…138,124$13.5M0.76%+2,76913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA136,081$13.3M<0.01%-24,77213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC127,379$12.5M0.04%+2,02113F-HRTimeline
Cadent Capital Advisors, LLC125,329$12.3M4.28%+69713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC120,343$11.8M<0.01%+87,26213F-HRTimelineGroup
Fermata Advisors, LLC105,635$10.3M1.93%+13,61013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC99,698$9.76M3.2%13F-HRTimeline
HARBOUR INVESTMENTS, INC.99,679$9.76M0.28%+5,13413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,262$9.62M0.02%+4,15613F-HR/ATimeline
Legacy Capital Wealth Partners, LLC93,525$8.66M2.14%-20,89013F-HRTimeline
TFR Capital, LLC.87,026$8.52M4.23%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.80,136$7.85M0.11%-94,69013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO77,872$7.63M<0.01%-6,85713F-HRTimelineGroup
MONECO ADVISORS, LLC76,374$7.48M0.79%+4,38513F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding75,113$7.36M-100,295Timeline
Resonant Capital Advisors, LLC74,020$7.25M0.53%013F-HRTimeline
Mission Hills Financial Advisory, LLC67,209$6.58M5.11%+8,17013F-HRTimeline
Western Wealth Management, LLC65,818$6.44M0.42%+1,30613F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding63,006$6.17M+11,364Timeline
Prime Capital Investment Advisors, LLC62,337$6.1M0.09%+4,92913F-HRTimeline
Avestar Capital, LLC59,844$5.86M0.53%new13F-HRTimeline
Atria Wealth Solutions, Inc.59,369$5.81M0.06%-85,87313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,133$5.69M0.16%+16,26513F-HRTimelineGroup
Cambridge Investment Research Advisors,…57,493$5.63M0.02%+7,71813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC56,976$5.58M0.12%-72813F-HRTimelineGroup
Wealth Management Partners, LLC52,089$5.1M2.2%-5,52313F-HRTimeline
RVW Wealth, LLC50,041$4.9M0.46%-1,51313F-HRTimeline
Trivium Point Advisory, LLC46,844$4.59M0.58%+5,96013F-HRTimeline
Geneos Wealth Management Inc.46,599$4.56M0.16%+4,87613F-HRTimeline
Intrua Financial, LLC46,422$4.55M0.74%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,618$4.47M0.34%+21,54113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY45,002$4.41M4.85%13F-HRTimeline
NWAM LLC44,402$4.35M0.27%+17,81013F-HRTimeline
World Investment Advisors43,243$4.23M0.12%+63513F-HRTimeline
Petix & Botte Co42,720$4.18M1.1%new13F-HRTimeline
Forge Financial Services LLC40,155$4.11M3.46%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP41,488$4.06M0.38%-92113F-HRTimelineGroup
Perennial Investment Advisors, LLC41,031$4.02M0.47%+26513F-HRTimeline
Integrated Wealth Concepts LLC36,618$3.59M0.04%+2,07913F-HRTimeline
AdvisorNet Financial, Inc34,956$3.42M0.29%+2,94813F-HRTimeline
Consolidated Portfolio Review Corp34,750$3.4M0.54%+2,72813F-HRTimeline
AssuredPartners Investment Advisors, LLC34,303$3.36M0.65%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,122$3.34M0.05%-2,28713F-HRTimelineGroup
Kelman-Lazarov, Inc.33,659$3.3M0.59%+41213F-HRTimeline
Amplius Wealth Advisors, LLC32,713$3.2M0.33%-40813F-HRTimeline
Sanctuary Advisors, LLC30,804$3.18M0.02%+62113F-HRTimeline
Total Clarity Wealth Management, Inc.31,010$3.04M0.99%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC30,800$3.02M1.67%-16,87013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,208$2.96M<0.01%+92713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth30,143$2.95M0.01%013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,677$2.91M<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,777$2.82M0.21%-80913F-HRTimeline
AE Wealth Management LLC28,694$2.81M0.02%+5,54413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,332$2.77M0.2%+6,23213F-HRTimelineGroup
Financial Advocates Investment Manageme…27,789$2.72M0.16%+4,34413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,695$2.42M<0.01%+2,73013F-HRTimelineGroup
Rodgers & Associates, LTD23,927$2.34M0.28%-56113F-HRTimeline
Kingsview Wealth Management, LLC23,126$2.26M0.04%+20,38413F-HRTimeline
&PARTNERS22,212$2.2M0.03%+8,64813F-HRTimeline
IHT Wealth Management, LLC21,996$2.15M0.07%-11,25813F-HRTimeline
Atria Investments, Inc21,745$2.13M0.03%+59613F-HRTimeline
Solano Wealth Investment Advisors LLC21,061$2.06M1.24%13F-HRTimeline
Janney Montgomery Scott LLC19,471$1.91M0.01%-3813F-HRTimeline
Key Client Fiduciary Advisors, LLC18,631$1.82M0.82%+98513F-HRTimeline
Kovack Advisors, Inc.17,492$1.71M0.17%+6313F-HRTimeline
NewEdge Advisors, LLC16,928$1.66M0.01%-31913F-HRTimeline
Prospera Financial Services Inc15,620$1.53M0.04%+1,18213F-HRTimeline
Simplicity Wealth,LLC14,653$1.43M0.3%-3,84913F-HRTimeline
E&G Advisors, LLC13,618$1.33M0.36%+5,10913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,918$1.26M<0.01%-32913F-HRTimelineGroup
Empirical Asset Management, LLC11,965$1.17M0.39%-20013F-HRTimeline
Steward Partners Investment Advisory, L…11,916$1.17M0.01%+2013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.11,873$1.16M1.08%13F-HRTimeline
Dynamic Advisor Solutions LLC11,767$1.15M0.05%-33113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,554$1.13M0.03%-16013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,543$1.03M0.04%+2,85413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp10,158$995K<0.01%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC9,458$926K0.08%+87913F-HRTimeline
CORA CAPITAL ADVISORS LLC9,389$919K0.44%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,840$866K<0.01%-68113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,535$836K<0.01%-3,67913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,454$828K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC8,377$820K0.03%+313F-HRTimeline
COMERICA BANK8,024$786K<0.01%-1,48513F-HR/ATimeline
MTM FINANCIAL GROUP, LLC7,725$756K0.45%+2,37513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,723$756K0.02%+23813F-HRTimelineGroup
Marshall Financial Group, LLC7,533$738K0.18%+313F-HRTimeline
Obermeyer Wealth Partners7,510$735K0.04%+14813F-HRTimeline
Acorn Wealth Advisors, LLC7,379$723K0.3%-35813F-HRTimeline
Qube Research & Technologies Ltd7,346$719K<0.01%-3,52713F-HRTimeline
Golden State Wealth Management, LLC7,141$699K0.1%13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC6,693$655K0.29%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA6,600$646K0.04%013F-HRTimeline
Flaharty Asset Management, LLC6,579$644K0.09%+913F-HRTimeline
Visionary Wealth Advisors6,487$635K0.04%+26713F-HRTimeline
COZAD ASSET MANAGEMENT INC6,359$623K0.06%-39513F-HRTimeline
GWN SECURITIES INC.6,094$621K0.17%13F-HRTimeline
Nova Wealth Management, Inc.6,230$610K0.53%13F-HRTimeline
FMR LLCin group FMR LLC6,191$606K<0.01%+1,44213F-HRTimelineGroup
Redwood Financial Network Corp6,116$599K0.45%+56513F-HRTimeline
Creative Planningin group Creative Planning6,092$597K<0.01%+50513F-HRTimelineGroup
Turning Point Benefit Group, Inc.6,053$593K0.56%13F-HRTimeline
COMMONS CAPITAL, LLC6,019$589K0.53%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,907$578K0.04%+1,77313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding5,885$576K+2,123Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,520$541K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC5,514$540K<0.01%+2213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,289$518K<0.01%-6,61113F-HRTimeline
Accurate Wealth Management, LLC5,245$515K0.1%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,155$505K0.07%+28213F-HRTimeline
GSA CAPITAL PARTNERS LLP5,130$502K0.04%-6313F-HRTimeline
GTS SECURITIES LLC4,965$486K0.02%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,959$486K0.04%013F-HRTimeline
Advisory Services Network, LLC4,760$466K0.01%+87213F-HRTimeline
Retireful, LLC4,735$464K0.26%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,668$457K0.23%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,645$455K0.23%+30013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,216$413K<0.01%013F-HRTimelineGroup
Secure Asset Management, LLC4,094$401K0.06%+80113F-HRTimeline
Aveo Capital Partners, LLC4,087$400K0.04%-1,87213F-HRTimeline
United Advisor Group, LLC3,516$344K0.07%-1,59113F-HRTimeline
LANDAAS & CO /WI /ADV3,388$332K0.09%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,320$325K<0.01%+96813F-HRTimelineGroup
Pacific Sun Financial Corp3,219$315K0.17%013F-HRTimeline
Main Street Group, LTD3,131$307K0.11%+11413F-HRTimeline
Edge Capital Group, LLC209$305K0.02%-2,90213F-HRTimeline
Diligent Investors, LLC3,078$301K0.07%+313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,078$301K0.01%+16213F-HRTimelineGroup
Michels Family Financial, LLC2,975$291K0.27%13F-HRTimeline
ZIMMERMANN INVESTMENT MANAGEMENT & PLAN…2,919$286K12.61%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,919$286K0.01%+1113F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC2,872$281K0.33%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,863$280K<0.01%-71013F-HRTimelineGroup
PRIVATE TRUST CO NA2,795$274K0.03%-27713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,760$270K0.01%013F-HRTimeline
Hilltop Partners LLC2,718$266K0.09%-1213F-HRTimeline
Sigma Planning Corp2,712$266K0.01%+9713F-HRTimeline
Aspect Partners, LLC2,652$260K0.15%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,594$254K0.06%+3313F-HRTimelineGroup
Orion Porfolio Solutions, LLC2,567$251K<0.01%-89213F-HRTimeline
Orion Portfolio Solutions, LLC2,567$251K<0.01%-89213F-HRTimeline
Jacobi Capital Management LLC2,549$250K0.02%+413F-HRTimeline
Marks Group Wealth Management, Inc2,520$247K0.02%013F-HRTimeline
Veridan Wealth LLC2,317$237K0.11%13F-HRTimeline
Mutual Advisors, LLC2,283$230K0.01%+113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,347$230K<0.01%new13F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC2,316$227K0.94%-12,08013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,244$220K<0.01%+39913F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.2,221$217K0.37%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,176$213K<0.01%013F-HRTimelineGroup
LOWERY THOMAS, LLC2,122$208K0.14%+713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,113$207K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.2,056$201K<0.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,047$200K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,789$175K<0.01%+51213F-HRTimelineGroup
Pflug Koory, LLC1,554$152K0.08%+113F-HRTimeline
Lindbrook Capital, LLC1,250$122K0.01%013F-HRTimeline
IFP Advisors, Inc1,234$121K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,117$109K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,078$106K0.03%-3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aptus Capital Advisors, LLC1,074$105K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,010$98.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.867$89.1K0.04%13F-HRTimeline
Raleigh Capital Management Inc.903$88.4K0.03%+313F-HRTimeline
Glassman Wealth Services745$73K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC690$67.6K0.01%-5213F-HRTimeline
Pinnacle Bancorp, Inc.678$66.4K0.02%013F-HRTimeline