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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
Invesco Ltd.in group Invesco Ltd.7,845,673$779M0.15%+6,620,37313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,214,182$419M0.11%+982,26213F-HRTimelineGroup
LPL Financial LLC4,111,859$408M0.16%+114,11213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,808,118$279M0.02%-97,53913F-HRTimelineGroup
Allworth Financial LP2,211,381$214M1.2%+6,37813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,992,452$198M0.02%+36,31113F-HRTimelineGroup
Fusion Family Wealth, LLC1,570,573$156M14.35%+102,90113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp852,081$84.6M0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.827,728$82.2M0.18%+287,48813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC698,028$69.3M0.1%+305,38313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC685,223$68.1M0.03%+146,98713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN609,024$60.5M0.01%+54,19013F-HRTimelineGroup
Kozak & Associates, Inc.569,709$54.4M13.57%+19,79213F-HRTimeline
UBS Group AGin group UBS Group AG521,569$51.8M0.01%+3,73313F-HRTimelineGroup
ERn Financial, LLC385,849$38.3M6.06%-13,12513F-HRTimeline
Cetera Investment Advisers369,329$36.7M0.07%+131,10213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP359,461$35.4M0.03%+141,27113F-HR/ATimelineGroup
Klingman & Associates, LLC284,369$28.2M1.73%+16,98513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding276,048$27.4M+68,680Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.275,761$27.4M0.26%+25,16513F-HRTimelineGroup
Geneos Wealth Management Inc.265,102$26.3M0.39%+218,50313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…229,702$22.8M0.02%+53,76013F-HRTimelineGroup
Stewardship Advisors, LLC215,550$21.4M5.79%+21,51113F-HRTimeline
Mariner, LLCin group Mariner, LLC192,728$19.1M0.03%+2,28913F-HRTimelineGroup
Merit Financial Group, LLC180,540$17.9M0.27%+13,32213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.162,409$16.1M0.1%+8,50913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC160,985$16M1%+10,41213F-HRTimeline
Atlas Legacy Advisors, LLC154,187$15.5M3.93%new13F-HRTimeline
Private Advisor Group, LLC146,615$14.6M0.09%+5,42913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding146,143$14.5M+71,030Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…143,687$14.3M0.78%+5,56313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,125$14.2M<0.01%+7,04413F-HR/ATimelineGroup
DENVER WEALTH MANAGEMENT, INC.142,149$14.1M6.44%-4,13213F-HRTimeline
MML INVESTORS SERVICES, LLC127,349$12.7M0.04%-3013F-HRTimeline
Cadent Capital Advisors, LLC121,162$12M4.57%-4,16713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC119,016$11.8M3.96%+19,31813F-HRTimeline
Aspire Capital Advisors LLC118,917$11.8M3.53%-29,44913F-HRTimeline
HARBOUR INVESTMENTS, INC.106,638$10.6M0.3%+6,95913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,179$9.36M0.02%-4,08313F-HRTimeline
Fermata Advisors, LLC93,546$9.29M1.68%-12,08913F-HRTimeline
Kraft, Davis & Associates, LLC94,227$8.87M2.86%-87,20513F-HRTimeline
TFR Capital, LLC.84,583$8.4M3.5%-2,44313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO81,495$8.1M<0.01%+3,62313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,066$7.85M0.01%-197,28413F-HRTimelineGroup
MONECO ADVISORS, LLC76,856$7.63M0.79%+48213F-HR/ATimeline
Legacy Capital Wealth Partners, LLC80,370$7.47M1.84%-13,15513F-HRTimeline
Colonial River Investments, LLC75,127$7.46M4.11%new13F-HRTimeline
Atria Wealth Solutions, Inc.74,743$7.42M0.09%+15,37413F-HRTimeline
Resonant Capital Advisors, LLC74,020$7.35M0.51%013F-HRTimeline
Trivium Point Advisory, LLC72,384$7.19M0.89%+25,54013F-HRTimeline
Prime Capital Investment Advisors, LLC68,677$6.82M0.08%+6,34013F-HRTimeline
Western Wealth Management, LLC66,818$6.64M0.44%+1,00013F-HRTimeline
Mission Hills Financial Advisory, LLC65,949$6.55M4.55%-1,26013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …60,978$6.06M0.16%+2,84513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.60,397$6M0.09%-19,73913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC59,729$5.93M0.16%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding59,137$5.87M-3,869Timeline
Petix & Botte Co59,078$5.87M1.55%+16,35813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC56,496$5.61M0.13%-48013F-HRTimelineGroup
Wealth Management Partners, LLC52,071$5.17M2.4%-1813F-HRTimeline
Cambridge Investment Research Advisors,…49,450$4.91M0.02%-8,04313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY48,852$4.85M4.94%+3,85013F-HRTimeline
Intrua Financial, LLC47,438$4.71M0.74%+1,01613F-HRTimeline
Kingsview Wealth Management, LLC46,876$4.66M0.09%+23,75013F-HRTimeline
NWAM LLC46,739$4.64M0.4%+2,33713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC46,120$4.58M0.42%+50213F-HR/ATimeline
RVW Wealth, LLC45,567$4.53M0.43%-4,47413F-HRTimeline
Avestar Capital, LLC44,402$4.41M0.42%-15,44213F-HRTimeline
World Investment Advisors43,411$4.31M0.11%+16813F-HRTimeline
Consolidated Portfolio Review Corp42,161$4.19M0.67%+7,41113F-HRTimeline
Perennial Investment Advisors, LLC40,967$4.07M0.46%-6413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP40,554$4.03M0.39%-93413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management40,281$4M0.06%+6,15913F-HRTimelineGroup
Forge Financial Services LLC39,238$3.9M3.44%-91713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,148$3.79M<0.01%-82,19513F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth37,938$3.77M0.01%+7,79513F-HR/ATimelineGroup
AssuredPartners Investment Advisors, LLC36,463$3.62M0.7%+2,16013F-HRTimeline
AdvisorNet Financial, Inc35,892$3.57M0.26%+93613F-HRTimeline
Integrated Wealth Concepts LLC35,733$3.55M0.04%-88513F-HRTimeline
Financial Advocates Investment Manageme…35,687$3.55M0.25%+7,89813F-HRTimeline
Kelman-Lazarov, Inc.33,660$3.34M0.61%+113F-HRTimeline
AE Wealth Management LLC33,517$3.33M0.03%+4,82313F-HRTimeline
Amplius Wealth Advisors, LLC32,717$3.25M0.34%+413F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC32,224$3.2M1.25%new13F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,992$3.08M0.22%+2,66013F-HRTimelineGroup
Sanctuary Advisors, LLC30,472$3.03M0.02%-33213F-HRTimeline
Total Clarity Wealth Management, Inc.30,764$3.01M0.98%-24613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,298$2.91M<0.01%-91013F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC28,072$2.79M1.61%-2,72813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,151$2.6M0.2%-2,62613F-HRTimeline
Rodgers & Associates, LTD22,899$2.27M0.28%-1,02813F-HRTimeline
Atria Investments, Inc22,727$2.26M0.03%+98213F-HRTimeline
IHT Wealth Management, LLC21,678$2.15M0.07%-31813F-HRTimeline
&PARTNERS21,976$2.15M0.02%-23613F-HRTimeline
Investment Planning Advisors, Inc.21,620$2.15M0.87%-118,96813F-HRTimeline
NewEdge Advisors, LLC21,254$2.11M0.01%+4,32613F-HRTimeline
Solano Wealth Investment Advisors LLC20,903$2.08M1.28%-15813F-HRTimeline
Janney Montgomery Scott LLC20,298$2.02M0.01%+82713F-HRTimeline
Key Client Fiduciary Advisors, LLC18,765$1.86M0.86%+13413F-HRTimeline
Simplicity Wealth,LLC17,866$1.77M0.14%+3,21313F-HRTimeline
Kovack Advisors, Inc.17,842$1.77M0.19%+35013F-HRTimeline
Ignite Planners, LLC17,941$1.75M0.34%new13F-HRTimeline
Golden State Wealth Management, LLC16,379$1.63M0.24%+9,23813F-HR/ATimeline
Prospera Financial Services Inc15,525$1.54M0.04%-9513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,494$1.54M0.04%+7,77113F-HRTimelineGroup
E&G Advisors, LLC14,343$1.42M0.4%+72513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,896$1.28M1.13%+1,02313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,688$1.26M<0.01%-23013F-HRTimelineGroup
UPTICK PARTNERS, LLC12,581$1.25M0.42%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,503$1.24M0.03%+94913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,302$1.22M<0.01%+3,84813F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,092$1.2M0.01%+17613F-HRTimeline
Empirical Asset Management, LLC11,965$1.19M0.41%013F-HRTimeline
Dynamic Advisor Solutions LLC11,647$1.16M0.04%-12013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,440$1.04M0.04%-10313F-HRTimelineGroup
FMR LLCin group FMR LLC10,171$1.01M<0.01%+3,98013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp10,158$1.01M<0.01%013F-HRTimelineGroup
COMERICA BANK10,056$999K<0.01%+2,03213F-HRTimeline
MTM FINANCIAL GROUP, LLC9,954$989K0.58%+2,22913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,514$945K0.02%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC9,404$934K0.08%-5413F-HRTimeline
CORA CAPITAL ADVISORS LLC9,389$933K0.45%013F-HRTimeline
Snowden Capital Advisors LLC8,821$876K0.03%+44413F-HRTimeline
AMERIFLEX GROUP, INC.8,785$873K0.36%+7,91813F-HRTimeline
Belpointe Asset Management LLC8,608$855K0.04%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,535$848K<0.01%013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,415$836K0.07%+2,53013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,063$801K<0.01%-77713F-HRTimeline
Redwood Financial Network Corp7,675$762K0.58%+1,55913F-HRTimeline
Nova Wealth Management, Inc.7,542$748K0.65%+1,31213F-HR/ATimeline
Marshall Financial Group, LLC7,527$748K0.16%-613F-HRTimeline
Obermeyer Wealth Partners7,362$731K0.04%-14813F-HRTimeline
Acorn Wealth Advisors, LLC7,298$725K0.3%-8113F-HRTimeline
Visionary Wealth Advisors7,200$715K0.04%+71313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,874$683K<0.01%new13F-HR/ATimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA6,600$656K0.05%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,595$655K0.05%+68813F-HRTimeline
COZAD ASSET MANAGEMENT INC6,264$622K0.06%-9513F-HRTimeline
Qube Research & Technologies Ltd6,157$612K<0.01%-1,18913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,148$611K0.31%+1,50313F-HRTimelineGroup
Creative Planningin group Creative Planning6,144$610K<0.01%+5213F-HRTimelineGroup
Flaharty Asset Management, LLC5,928$589K0.08%-65113F-HRTimeline
HighTower Advisors, LLC5,588$555K<0.01%+7413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,193$516K<0.01%-24,48413F-HRTimelineGroup
Advisory Services Network, LLC5,185$515K0.01%+42513F-HRTimeline
Patriot Financial Group Insurance Agenc…5,163$513K0.07%+813F-HRTimeline
GSA CAPITAL PARTNERS LLP5,130$510K0.05%013F-HRTimeline
Secure Asset Management, LLC5,058$502K0.1%+96413F-HRTimeline
Accurate Wealth Management, LLC5,245$496K0.09%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,959$486K0.04%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,673$464K0.27%+513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,600$457K<0.01%-92013F-HRTimelineGroup
United Advisor Group, LLC4,484$445K0.09%+96813F-HRTimeline
Orion Porfolio Solutions, LLC4,311$428K<0.01%+1,74413F-HRTimeline
Orion Portfolio Solutions, LLC4,311$428K<0.01%+1,74413F-HR/ATimeline
Retireful, LLC99$428K0.41%-4,63613F-HRTimeline
J.W. COLE ADVISORS, INC.4,278$425K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,216$419K<0.01%013F-HR/ATimelineGroup
Financial Partners Group, Inc3,686$366K0.06%new13F-HRTimeline
LANDAAS & CO /WI /ADV3,595$357K0.1%+20713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,329$331K<0.01%+913F-HRTimelineGroup
Main Street Group, LTD3,231$321K0.12%+10013F-HRTimeline
Pacific Sun Financial Corp3,162$314K0.18%-5713F-HRTimeline
SCS Capital Management LLC3,111$309K<0.01%new13F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,088$307K0.01%+1013F-HRTimelineGroup
Diligent Investors, LLC3,082$306K0.07%+413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,047$303K<0.01%+1,00013F-HRTimeline
Turning Point Benefit Group, Inc.3,302$299K0.28%-2,75113F-HRTimeline
Michels Family Financial, LLC2,986$297K0.27%+1113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,986$297K<0.01%+63913F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC2,934$291K0.11%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,930$291K0.01%+1113F-HRTimeline
CWM, LLCin group CWM, LLC2,885$287K<0.01%+1,09613F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC2,872$285K0.26%013F-HRTimeline
Sigma Planning Corp2,790$277K0.01%+7813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,760$274K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,731$271K<0.01%-13213F-HRTimelineGroup
Hilltop Partners LLC2,724$271K0.09%+613F-HRTimeline
Aspect Partners, LLC2,652$263K0.15%013F-HRTimeline
Marks Group Wealth Management, Inc2,520$250K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,419$240K0.02%-37613F-HRTimeline
PINNACLE ASSOCIATES LTD2,380$236K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors2,377$236K0.01%new13F-HRTimeline
Jacobi Capital Management LLC2,364$235K0.02%-18513F-HRTimeline
Veridan Wealth LLC2,314$230K0.1%-313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,223$221K0.33%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,244$220K<0.01%013F-HRTimelineGroup
Sovran Advisors, LLC2,337$219K0.03%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,176$216K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,113$210K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC2,175$210K0.01%-10813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,102$209K0.05%-49213F-HRTimelineGroup
WEALTH EFFECTS LLC2,025$201K0.08%new13F-HRTimeline
Caliber Wealth Management, LLC / KS2,017$200K0.03%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,690$168K<0.01%new13F-HRTimelineGroup
Pflug Koory, LLC1,556$155K0.09%+213F-HRTimeline
Lindbrook Capital, LLC1,250$124K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,256$124K0.01%+1,25513F-HRTimeline
IFP Advisors, Inc1,234$123K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,117$111K<0.01%013F-HRTimeline