Skip to content

RWL INVESCO EXCH TRADED FD TR II

Follow

S&P 500 REVENUE (fund)

317 managers (323 13F filers) reported a position in RWL shares at 2026-03-31, 53,446,999 shares in all. 42 filers opened a position and 20 filers sold out during the quarter.

Managers
317
13F filers
323
New
42
Added
161
Reduced
64
Sold out
20
Shares held by filers
53,446,999

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.10,484,128$1.2B0.12%+1,482,72613F-HRTimelineGroup
LPL Financial LLC6,598,106$758M0.2%+727,20713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,951,429$454M0.11%+181,05113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,289,045$378M0.02%+134,05613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,194,937$252M0.02%+5,55213F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,160,662$248M2.1%-110,45013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,690,687$194M0.04%+705,55413F-HRTimelineGroup
Fusion Family Wealth, LLC1,677,074$193M14.39%+48,75013F-HRTimeline
Allworth Financial LP1,249,240$144M0.58%-12,41013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,202,494$138M0.2%+1,04213F-HRTimelineGroup
Cetera Investment Advisers1,091,140$125M0.13%+221,98313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,009,372$116M0.04%+114,97113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP988,544$112M0.05%+198,35813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC806,482$92.7M0.13%+47,03413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN785,747$90.3M0.02%+11,05813F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC695,950$80M2.1%+694,45913F-HRTimelineGroup
Kozak & Associates, Inc.586,597$70M13.64%+11,57313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding533,689$61.3M+33,535Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.532,466$61M0.39%+179,82113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding527,889$60.7M-13,480Timeline
Cerity Partners LLCin group Cerity Partners LLC385,638$44.3M0.06%+1,88113F-HRTimelineGroup
Klingman & Associates, LLC329,029$37.8M1.81%+26,67213F-HRTimeline
Stewardship Advisors, LLC318,852$36.6M8.42%+6,30513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding297,540$34.2M+134,081Timeline
Private Advisor Group, LLC293,576$33.7M0.16%+38,79313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…287,407$33M0.02%+10,88113F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC284,639$32.7M11.83%+11,39913F-HRTimeline
Scarborough Advisors, LLC264,701$30.4M3.33%+23,25213F-HRTimeline
Asset Allocation Strategies LLC256,235$29.4M5.23%+20,31813F-HRTimeline
Everest Financial Group LLC249,841$28.7M4.73%+10,88013F-HRTimeline
Investment Planning Advisors, Inc.243,712$28M7.71%+77,85313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC234,702$27M0.86%-99,78413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC213,662$24.6M<0.01%+41,23513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC209,642$24.1M1.44%+3,88913F-HRTimeline
Atlas Legacy Advisors, LLC198,206$22.8M4.16%+15,31313F-HRTimeline
Mariner, LLCin group Mariner, LLC196,050$22.5M0.03%-6,90513F-HRTimelineGroup
Sanctuary Advisors, LLC193,233$22.2M0.12%+18,54513F-HRTimeline
Merit Financial Group, LLC188,740$21.7M0.16%+13,49213F-HRTimeline
MML INVESTORS SERVICES, LLC184,688$21.2M0.06%-6,93013F-HRTimeline
Independent Advisor Alliance175,327$20.1M0.22%new13F-HRTimeline
Cadent Capital Advisors, LLC169,173$19.4M5.14%+40,44713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.168,293$19.3M6.65%+8,68913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO162,546$18.3M<0.01%+17,61113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…158,316$18.2M0.05%+27,65213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…158,033$18.2M0.55%+2,01413F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.157,708$18.1M0.21%+18,82813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.152,833$17.6M0.27%+40,75213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,054$17.5M<0.01%+13,86913F-HRTimelineGroup
Aspire Capital Advisors LLC145,078$16.7M3.75%+23,14613F-HRTimeline
Blue Water Asset Management140,791$16.2M5.59%-1,88413F-HRTimeline
LeClair Wealth Partners LLC140,791$16.2M5.59%new13F-HRTimeline
NewEdge Advisors, LLC128,084$14.7M0.05%+91,85413F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…121,344$13.9M0.15%+88,61913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC120,694$13.9M0.3%+64,59913F-HRTimelineGroup
Colonial River Investments, LLC105,806$12.2M4.35%+2,80813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …105,073$12.1M0.23%+13,70213F-HRTimelineGroup
Sonoma Allocations LLC97,079$11.3M3.9%-5,65813F-HRTimeline
MONECO ADVISORS, LLC93,169$10.7M0.83%+9,41013F-HRTimeline
Kraft, Davis & Associates, LLC85,150$10.5M2.25%-13,58013F-HRTimeline
TFR Capital, LLC.90,373$10.4M3.19%+56013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY79,036$9.08M5.85%+8,71313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,736$9.05M0.01%+15,58813F-HRTimelineGroup
Total Clarity Wealth Management, Inc.78,687$9.04M2.12%+2,40813F-HRTimeline
Geneos Wealth Management Inc.74,798$8.6M0.2%+3,73013F-HRTimeline
Prime Capital Investment Advisors, LLC73,596$8.46M0.1%+2,94813F-HRTimeline
Resonant Capital Advisors, LLC72,877$8.37M0.44%+1,87413F-HRTimeline
Legacy Capital Wealth Partners, LLC78,707$8.36M1.72%+6,19013F-HRTimeline
Mission Hills Financial Advisory, LLC67,427$7.75M3.97%+1,19713F-HRTimeline
Western Wealth Management, LLC66,814$7.68M0.29%-9313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,791$7.45M0.01%+20,17613F-HRTimelineGroup
Steward Partners Investment Advisory, L…64,752$7.44M0.04%+54113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …63,910$7.34M0.01%+29,81513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management58,699$6.75M0.08%-55,25213F-HRTimelineGroup
Garden State Investment Advisory Servic…56,976$6.55M1.57%+2,17213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC55,082$6.33M0.3%-5,37413F-HRTimeline
Avestar Capital, LLC53,045$6.1M0.42%+1,05513F-HRTimeline
NWAM LLC51,825$5.96M0.34%+6613F-HRTimeline
Petix & Botte Co51,488$5.92M1.32%-40,68013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC50,787$5.84M1.67%+3613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,548$5.73M0.01%-43,56713F-HRTimeline
Intrua Financial, LLC49,521$5.69M0.61%+5,49913F-HRTimeline
AE Wealth Management LLC48,701$5.6M0.03%+4,93213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC46,687$5.36M1.78%+14613F-HRTimeline
Oxford Wealth Group, LLC46,355$5.33M2.91%-7,19213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,306$5.32M0.01%-4013F-HRTimelineGroup
Wealth Management Partners, LLC45,355$5.21M1.49%-2,39713F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding43,582$5.01M+22,457Timeline
WJ Wealth Management, LLC43,168$4.96M2.32%new13F-HRTimeline
RVW Wealth, LLC42,548$4.89M0.38%-89513F-HRTimeline
AdvisorNet Financial, Inc42,232$4.85M0.25%+26913F-HRTimeline
Perennial Investment Advisors, LLC42,125$4.84M0.39%-21713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.41,191$4.73M0.27%+2,99313F-HRTimelineGroup
OPTIMA CAPITAL LLC40,705$4.68M2.17%+10,84713F-HRTimeline
Qube Research & Technologies Ltd40,377$4.64M0.01%+17,16013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding39,913$4.59M-51Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP39,242$4.51M0.36%-88013F-HRTimelineGroup
Janney Montgomery Scott LLC38,976$4.48M0.01%+14,61313F-HRTimeline
World Investment Advisors38,506$4.42M0.07%+79013F-HRTimeline
Forge Financial Services LLC38,491$4.42M0.45%-5913F-HRTimeline
Integrated Wealth Concepts LLC37,885$4.35M0.03%+17,62713F-HRTimeline
Harbor Asset Planning, Inc.37,578$4.32M3.63%+2,24313F-HRTimeline
Autumn Glory Partners, LLC37,234$4.28M1.57%new13F-HRTimeline
Sunbelt Securities, Inc.35,816$4.12M0.26%+5,01513F-HRTimeline
PAX Financial Group, LLC33,505$3.85M0.66%new13F-HRTimeline
Ignite Planners, LLC33,001$3.79M0.59%-14113F-HRTimeline
Kelman-Lazarov, Inc.32,518$3.74M0.54%-13613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,351$3.6M0.08%+9,07513F-HR/ATimeline
INTEGRITY WEALTH ADVISORS, INC.31,123$3.58M2.15%+12,82013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC28,857$3.32M0.08%-51113F-HRTimeline
Vestmark Advisory Solutions, Inc.28,819$3.31M0.04%-44913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding26,960$3.1M+11,979Timeline
Kingsview Wealth Management, LLC26,618$3.06M0.04%+8,63713F-HRTimeline
MGO ONE SEVEN LLC25,529$2.93M0.06%new13F-HRTimeline
IHT Wealth Management, LLC24,980$2.87M0.07%-12413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,681$2.84M0.01%+17313F-HRTimelineGroup
Meridian Financial Advisors, LLC23,803$2.74M1.5%+6,36413F-HRTimeline
Simplicity Wealth,LLC22,778$2.62M0.15%+3,07013F-HRTimeline
Rodgers & Associates, LTD21,844$2.51M0.26%-35513F-HRTimeline
MTM FINANCIAL GROUP, LLC21,649$2.49M1.17%+2,69013F-HRTimeline
Key Client Fiduciary Advisors, LLC21,284$2.45M0.84%+39413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,921$2.4M<0.01%013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC20,639$2.37M0.87%+6,75413F-HRTimeline
Advisory Services Network, LLC20,436$2.35M0.03%+15,43413F-HRTimeline
Keating Financial Advisory Services, In…19,137$2.2M0.36%+8,89413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.18,911$2.17M1.65%+2,21513F-HRTimeline
E&G Advisors, LLC18,743$2.15M0.48%+26013F-HRTimeline
Solano Wealth Investment Advisors LLC18,553$2.13M1.06%-37513F-HRTimeline
Prospera Financial Services Inc18,328$2.11M0.03%+1,71613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,872$2.05M<0.01%+1,95313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,261$1.98M0.1%-2,04213F-HRTimeline
&PARTNERS17,086$1.96M0.01%-1,14913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,853$1.94M+15,541Timeline
Golden State Wealth Management, LLC16,613$1.91M0.21%-1,80313F-HRTimeline
Modern Wealth Management, LLC16,410$1.89M0.03%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,221$1.86M<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP15,903$1.83M0.1%-32,17113F-HRTimeline
FMR LLCin group FMR LLC15,470$1.78M<0.01%+1,64213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,703$1.69M0.03%+1,50413F-HRTimelineGroup
Empirical Asset Management, LLC14,609$1.68M0.44%+2,79213F-HRTimeline
Atria Investments, Inc14,538$1.67M0.02%-1,30813F-HRTimeline
Arkadios Wealth Advisors13,890$1.6M0.03%+11,02213F-HRTimeline
AssuredPartners Investment Advisors, LLC13,511$1.57M0.17%-17,20313F-HRTimeline
Patriot Financial Group Insurance Agenc…13,572$1.56M0.09%+6,94313F-HRTimeline
Farther Finance Advisors, LLC13,354$1.54M0.01%+7713F-HRTimeline
Amplius Wealth Advisors, LLC13,220$1.52M0.13%+1,56913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,164$1.51M0.09%new13F-HRTimeline
HighPoint Advisor Group LLC13,046$1.5M0.06%-7113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,461$1.43M0.11%new13F-HRTimeline
UPTICK PARTNERS, LLC12,338$1.42M0.28%-7613F-HRTimeline
J.W. COLE ADVISORS, INC.12,021$1.38M0.05%+22813F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P10,899$1.25M<0.01%new13F-HRTimelineGroup
Secure Asset Management, LLC10,738$1.23M0.2%+1,28713F-HRTimeline
Redwood Financial Network Corp10,729$1.23M0.81%+29813F-HRTimeline
Acorn Wealth Advisors, LLC10,675$1.23M0.36%+34913F-HRTimeline
Dynamic Advisor Solutions LLC10,631$1.22M0.04%-14413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,533$1.21M0.02%+7,04613F-HRTimelineGroup
Daybright Advisory Services, Inc.10,222$1.17M0.33%-2,26513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC10,161$1.17M0.32%-12,42213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,158$1.17M<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning10,130$1.16M<0.01%+1,55013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,770$1.12M0.04%-20013F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD9,627$1.11M0.17%+6,89013F-HR/ATimeline
WealthPlan Investment Management, LLC9,474$1.09M0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,443$1.09M<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC9,146$1.05M0.08%+4513F-HRTimeline
Belpointe Asset Management LLC9,038$1.04M0.04%+37713F-HRTimeline
BANTA ASSET MANAGEMENT LP8,920$1.02M1.03%new13F-HRTimeline
Key Financial Inc8,784$1.01M0.18%+1,64913F-HRTimeline
Snowden Capital Advisors LLC8,384$963K0.03%-13213F-HRTimeline
GTS SECURITIES LLC7,978$917K0.03%new13F-HRTimeline
Nova Wealth Management, Inc.7,507$863K0.56%+1,89913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,479$859K<0.01%+1,09013F-HRTimeline
Obermeyer Wealth Partners7,362$846K0.04%013F-HRTimeline
Marshall Financial Group, LLC7,340$843K0.14%+4613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA6,600$758K0.06%013F-HRTimeline
Kovack Advisors, Inc.6,432$741K0.04%+29813F-HRTimeline
LWM Advisory Services, LLC6,444$740K0.79%-5,85413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,284$722K<0.01%+1,96913F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC6,281$722K0.06%+513F-HRTimeline
HighTower Advisors, LLC6,145$706K<0.01%-50413F-HRTimeline
LANDAAS & CO /WI /ADV6,141$706K0.15%+1,27813F-HRTimeline
Sowell Financial Services LLC5,791$665K0.02%new13F-HRTimeline
Sigma Planning Corp5,450$626K0.02%+1,68413F-HRTimeline
Accurate Wealth Management, LLC5,245$621K0.07%013F-HRTimeline
Altium Investment Strategies LLC5,245$621K1.83%13F-HRTimeline
Flaharty Asset Management, LLC5,266$605K0.08%-8413F-HRTimeline
MOR Wealth Management, LLC5,263$605K0.28%-48313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,144$591K0.03%-60313F-HRTimeline
WEDBUSH SECURITIES INC5,110$587K0.02%+2,85913F-HRTimeline
Integrated Advisors Network LLC4,968$571K0.03%+2,28013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,859$558K0.04%013F-HRTimeline
United Advisor Group, LLC4,854$558K0.07%-4113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,772$548K<0.01%-1,57213F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC4,691$539K0.18%+513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,538$521K<0.01%-37713F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC4,522$520K0.17%013F-HRTimeline
Alteri Wealth LLC4,407$506K0.16%new13F-HRTimeline
Signal Advisors Wealth, LLC4,377$503K0.03%new13F-HRTimeline
RFG Advisory, LLC4,168$479K0.01%+78713F-HRTimeline
CWM, LLCin group CWM, LLC4,046$465K<0.01%+83713F-HRTimelineGroup