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Disclosery

RWL INVESCO EXCH TRADED FD TR II

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S&P 500 REVENUE (fund)

263 managers (266 13F filers) reported a position in RWL shares at 2025-06-30, 40,169,737 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
263
13F filers
266
New
26
Added
110
Reduced
71
Sold out
14
Shares held by filers
40,169,737

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Invesco Ltd.in group Invesco Ltd.8,176,399$853M0.15%+330,72613F-HRTimelineGroup
LPL Financial LLC4,800,717$501M0.17%+688,85813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,684,169$383M0.09%-530,01313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,005,003$313M0.02%+196,88513F-HRTimelineGroup
Allworth Financial LP2,251,612$235M1.13%+40,23113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,011,138$210M0.02%+18,68613F-HRTimelineGroup
Fusion Family Wealth, LLC1,579,615$165M13.93%+9,04213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,244,310$130M0.23%+416,58213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC881,490$91.9M0.12%+183,46213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp872,227$91M0.02%+20,14613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN686,896$71.6M0.02%+77,87213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC678,403$70.8M0.02%-6,82013F-HRTimelineGroup
Kozak & Associates, Inc.578,420$60.8M12.38%+8,71113F-HRTimeline
UBS Group AGin group UBS Group AG520,474$54.3M0.01%-1,09513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP505,000$52.6M0.04%+145,53913F-HRTimelineGroup
Cetera Investment Advisers435,146$45.4M0.08%+65,81713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding387,718$40.4M+111,670Timeline
Cerity Partners LLCin group Cerity Partners LLC382,195$39.9M0.07%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.304,221$31.7M0.26%+28,46013F-HRTimelineGroup
Klingman & Associates, LLC284,786$29.7M1.64%+41713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…284,246$29.6M0.02%+54,54413F-HRTimelineGroup
Global Retirement Partners, LLC268,398$28M0.69%13F-HRTimeline
Stewardship Advisors, LLC217,350$22.7M5.74%+1,80013F-HRTimeline
Mariner, LLCin group Mariner, LLC197,988$20.6M0.03%+5,26013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.183,781$19.2M0.11%+21,37213F-HRTimeline
MML INVESTORS SERVICES, LLC181,317$18.9M0.05%+53,96813F-HRTimeline
Merit Financial Group, LLC163,121$17M0.19%-17,41913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA157,002$16.4M<0.01%+13,87713F-HR/ATimelineGroup
Atlas Legacy Advisors, LLC155,401$16.2M3.57%+1,21413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…154,058$16.1M0.73%+10,37113F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.150,378$15.7M6.49%+8,22913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC147,631$15.4M1.08%-13,35413F-HRTimeline
Private Advisor Group, LLC143,175$14.9M0.08%-3,44013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding129,430$13.5M-16,713Timeline
RFG - Bristol Wealth Advisors, LLC125,169$13.1M4.05%+6,15313F-HRTimeline
Cadent Capital Advisors, LLC122,137$12.7M4.17%+97513F-HRTimeline
Aspire Capital Advisors LLC118,868$12.4M3.42%-4913F-HRTimeline
HARBOUR INVESTMENTS, INC.110,982$11.6M0.29%+4,34413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management104,156$10.9M0.14%+63,87513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC98,095$10.2M0.25%+38,36613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…96,366$10.2M0.02%+2,18713F-HRTimeline
Colonial River Investments, LLC95,253$10M4.32%+20,12613F-HRTimeline
Kraft, Davis & Associates, LLC93,693$9.85M2.7%-53413F-HRTimeline
TFR Capital, LLC.86,971$9.07M3.28%+2,38813F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,706$8.42M<0.01%-78913F-HRTimelineGroup
MONECO ADVISORS, LLC76,587$7.99M0.74%-26913F-HRTimeline
Trivium Point Advisory, LLC75,506$7.87M0.85%+3,12213F-HRTimeline
Resonant Capital Advisors, LLC73,775$7.69M0.49%-24513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,646$7.68M0.01%-5,42013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC75,944$7.39M1.68%-4,42613F-HRTimeline
Western Wealth Management, LLC68,253$7.12M0.42%+1,43513F-HRTimeline
Prime Capital Investment Advisors, LLC67,682$7.06M0.09%-99513F-HRTimeline
Petix & Botte Co67,593$7.05M1.73%+8,51513F-HRTimeline
Geneos Wealth Management Inc.66,539$6.94M0.17%-198,56313F-HRTimeline
Asset Allocation Strategies LLC65,249$6.8M1.5%new13F-HRTimeline
Mission Hills Financial Advisory, LLC64,072$6.68M4.15%-1,87713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.62,100$6.48M0.09%+1,70313F-HRTimelineGroup
Consolidated Portfolio Review Corp60,123$6.27M0.87%+17,96213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY56,914$5.94M5.22%+8,06213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,191$5.86M<0.01%+18,04313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC55,418$5.78M0.12%-1,07813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …52,563$5.48M0.13%-8,41513F-HRTimelineGroup
Avestar Capital, LLC52,494$5.47M0.4%+8,09213F-HRTimeline
Wealth Management Partners, LLC51,995$5.44M1.92%-7613F-HRTimeline
Kingsview Wealth Management, LLC50,963$5.31M0.09%+4,08713F-HRTimeline
Cambridge Investment Research Advisors,…48,893$5.1M0.02%-55713F-HRTimeline
Simplicity Wealth,LLC48,111$5.02M0.21%+30,24513F-HRTimeline
NWAM LLC47,688$4.95M0.29%+94913F-HR/ATimeline
Intrua Financial, LLC47,017$4.9M0.7%-42113F-HRTimeline
RVW Wealth, LLC44,592$4.65M0.39%-97513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC44,221$4.61M0.36%-1,89913F-HRTimeline
World Investment Advisors43,076$4.49M0.1%-33513F-HRTimeline
Total Clarity Wealth Management, Inc.43,024$4.49M1.28%+12,26013F-HRTimeline
Perennial Investment Advisors, LLC41,305$4.31M0.42%+33813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC40,721$4.25M1.5%+8,49713F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding40,478$4.22M-18,659Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP40,207$4.19M0.39%-34713F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC40,154$4.19M2.1%+12,08213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,644$4.13M0.01%+26,95613F-HR/ATimelineGroup
Forge Financial Services LLC39,077$4.05M3.04%-16113F-HRTimeline
AdvisorNet Financial, Inc37,267$3.89M0.25%+1,37513F-HRTimeline
AE Wealth Management LLC36,066$3.76M0.03%+2,54913F-HRTimeline
Integrated Wealth Concepts LLC34,712$3.62M0.04%-1,02113F-HRTimeline
Kelman-Lazarov, Inc.33,123$3.45M0.56%-53713F-HRTimeline
Harbor Asset Planning, Inc.32,947$3.44M3.28%13F-HRTimeline
Amplius Wealth Advisors, LLC32,717$3.41M0.32%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.32,220$3.36M0.22%+1,22813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,429$3.17M<0.01%+1,13113F-HRTimelineGroup
Sanctuary Advisors, LLC30,110$3.14M0.02%-36213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,410$3.07M0.01%-8,52813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,246$2.74M0.19%+9513F-HRTimeline
OPTIMA CAPITAL LLC25,298$2.64M1.42%new13F-HRTimeline
Investment Planning Advisors, Inc.24,234$2.53M0.89%+2,61413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,837$2.49M0.01%new13F-HR/ATimelineGroup
Golden State Wealth Management, LLC22,733$2.37M0.29%+6,35413F-HRTimeline
Janney Montgomery Scott LLC22,723$2.37M0.01%+2,42513F-HRTimeline
Rodgers & Associates, LTD22,624$2.36M0.26%-27513F-HRTimeline
Atria Investments, Inc22,561$2.35M0.03%-16613F-HRTimeline
&PARTNERS22,359$2.33M0.02%+38313F-HRTimeline
IHT Wealth Management, LLC21,290$2.22M0.06%-38813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC21,201$2.21M1%+15,05313F-HRTimelineGroup
Ignite Planners, LLC21,161$2.2M0.38%+3,22013F-HR/ATimeline
Solano Wealth Investment Advisors LLC20,566$2.14M1.1%-33713F-HRTimeline
Key Client Fiduciary Advisors, LLC19,010$1.98M0.81%+24513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,833$1.96M0.04%+3,33913F-HRTimelineGroup
NewEdge Advisors, LLC17,508$1.83M0.01%-3,74613F-HRTimeline
Kovack Advisors, Inc.16,653$1.74M0.17%-1,18913F-HRTimeline
E&G Advisors, LLC15,758$1.64M0.43%+1,41513F-HRTimeline
Prospera Financial Services Inc15,004$1.57M0.03%-52113F-HRTimeline
MTM FINANCIAL GROUP, LLC13,485$1.41M0.76%+3,53113F-HRTimeline
UPTICK PARTNERS, LLC13,364$1.39M0.4%+78313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,331$1.39M1.07%+43513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,628$1.32M0.03%+12513F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,092$1.26M0.01%013F-HRTimeline
FMR LLCin group FMR LLC12,045$1.26M<0.01%+1,87413F-HRTimelineGroup
Empirical Asset Management, LLC11,795$1.23M0.38%-17013F-HRTimeline
Fermata Advisors, LLC11,734$1.22M0.33%-81,81213F-HRTimeline
Garden State Investment Advisory Servic…11,562$1.21M0.33%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,786$1.12M<0.01%-1,51613F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,391$1.08M0.03%-1,25613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,371$1.08M0.04%-6913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp10,158$1.06M<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,078$1.05M<0.01%+3,20413F-HRTimelineGroup
AMERIFLEX GROUP, INC.9,977$1.03M0.54%+1,19213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,647$1.01M0.07%+3,05213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,376$978K<0.01%+4,18313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,269$967K0.07%+85413F-HRTimelineGroup
Snowden Capital Advisors LLC9,233$963K0.03%+41213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,200$959K<0.01%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,143$954K0.07%-26113F-HRTimeline
J.W. COLE ADVISORS, INC.8,702$908K0.02%+4,42413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,535$890K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd8,424$879K<0.01%+2,26713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,403$876K0.02%-1,11113F-HRTimelineGroup
Visionary Wealth Advisors8,389$875K0.04%+1,18913F-HRTimeline
COMERICA BANK8,386$875K<0.01%-1,67013F-HRTimeline
Belpointe Asset Management LLC8,377$874K0.04%-23113F-HRTimeline
Acorn Wealth Advisors, LLC7,974$832K0.31%+67613F-HRTimeline
Atria Wealth Solutions, Inc.7,758$814K0.02%-66,98513F-HRTimeline
Redwood Financial Network Corp7,596$792K0.54%-7913F-HRTimeline
Marshall Financial Group, LLC7,519$787K0.15%-813F-HRTimeline
Nova Wealth Management, Inc.7,388$770K0.57%-15413F-HRTimeline
Obermeyer Wealth Partners7,362$768K0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,074$738K<0.01%-98913F-HRTimeline
Creative Planningin group Creative Planning6,915$721K<0.01%+77113F-HRTimelineGroup
Secure Asset Management, LLC6,783$707K0.13%+1,72513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA6,600$688K0.05%013F-HRTimeline
COZAD ASSET MANAGEMENT INC6,268$654K0.06%+413F-HR/ATimeline
Flaharty Asset Management, LLC6,024$628K0.09%+9613F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd5,952$621K0.02%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…5,743$599K0.07%+58013F-HRTimeline
Financial Partners Group, Inc5,517$575K0.08%+1,83113F-HRTimeline
HRT FINANCIAL LP5,469$570K<0.01%new13F-HRTimeline
Accurate Wealth Management, LLC5,245$553K0.08%013F-HRTimeline
HighTower Advisors, LLC5,233$546K<0.01%-35513F-HRTimeline
Key Financial Inc5,232$546K0.11%new13F-HRTimeline
Advisory Services Network, LLC5,175$537K0.01%-1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,943$516K<0.01%+34313F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC4,859$507K0.04%-10013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,678$488K0.26%+513F-HRTimeline
CORA CAPITAL ADVISORS LLC4,522$472K0.21%-4,86713F-HRTimeline
United Advisor Group, LLC4,446$464K0.08%-3813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,191$437K<0.01%-2513F-HR/ATimelineGroup
LANDAAS & CO /WI /ADV3,802$397K0.09%+20713F-HRTimeline
Gotham Asset Management, LLC3,800$396K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,657$381K0.01%+56913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,616$377K<0.01%+63013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,338$348K<0.01%+913F-HR/ATimelineGroup
Sigma Planning Corp3,307$345K0.01%+51713F-HRTimeline
Main Street Group, LTD3,218$336K0.11%-1313F-HRTimeline
Pacific Sun Financial Corp3,162$330K0.17%013F-HRTimeline
Gilbert Capital Group, Inc.3,149$328K0.27%13F-HRTimeline
SCS Capital Management LLC3,111$324K<0.01%013F-HRTimeline
Diligent Investors, LLC3,084$322K0.08%+213F-HRTimeline
Michels Family Financial, LLC3,061$319K0.27%+7513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,047$318K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,905$303K0.01%+66113F-HRTimelineGroup
Arkadios Wealth Advisors2,899$302K0.01%+52213F-HRTimeline
CWM, LLCin group CWM, LLC2,887$301K<0.01%+213F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC2,872$300K0.26%013F-HRTimeline
RFG Advisory, LLC2,776$290K0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,760$288K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,731$285K<0.01%013F-HRTimelineGroup
Hilltop Partners LLC2,724$284K0.09%013F-HRTimeline
Orion Porfolio Solutions, LLC2,672$279K<0.01%-1,63913F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,665$278K<0.01%+97513F-HRTimelineGroup
Aspect Partners, LLC2,652$277K0.14%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,556$267K0.36%+33313F-HRTimeline
Heritage Financial Services, LLC2,521$263K0.03%new13F-HRTimeline
Marks Group Wealth Management, Inc2,520$263K0.02%013F-HRTimeline
Turning Point Benefit Group, Inc.2,480$259K0.2%-82213F-HRTimeline
GSA CAPITAL PARTNERS LLP2,422$253K0.02%-2,70813F-HRTimeline
PRIVATE TRUST CO NA2,420$252K0.02%+113F-HRTimeline
PINNACLE ASSOCIATES LTD2,380$248K<0.01%013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.2,349$245K0.2%new13F-HRTimeline
Jacobi Capital Management LLC2,342$244K0.02%-2213F-HRTimeline
GWN SECURITIES INC.2,225$233K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC2,207$230K<0.01%new13F-HR/ATimeline
Mutual Advisors, LLC2,175$230K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,176$227K<0.01%013F-HRTimelineGroup