Mission Hills Financial Advisory, LLC RWL — INVESCO EXCH TRADED FD TR II

Ownership history in Mission Hills Financial Advisory, LLC  ·  8 quarters on record

AI Ownership Summary

Mission Hills Financial Advisory, LLC reported INVESCO EXCH TRADED FD TR II (RWL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 5.11% in 2024 Q4. The latest visible filing shows RWL at 2.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mission Hills Financial Advisory, LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RWL was reported at 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RWL stock page Mission Hills Financial Advisory, LLC fund profile Mission Hills Financial Advisory, LLC full holdings
How Mission Hills Financial Advisory, LLC held RWL — position size vs. price
% of Fund (quarterly)    RWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 41,107 -26,320 -39.0% 2.31% $5.3M 2026-08-14 $135.61
2026 Q1 ADDED — — — 67,427 +1,197 +1.8% 3.97% $7.7M 2026-05-04 $122.47
2025 Q4 ADDED — — — 66,230 +1,389 +2.1% 4.00% $7.6M 2026-02-02 $118.05
2025 Q3 ADDED — — — 64,841 +769 +1.2% 3.81% $7.2M 2025-11-04 $110.27
2025 Q2 REDUCED — — — 64,072 -1,877 -2.8% 4.15% $6.7M 2025-07-28 $103.65
2025 Q1 REDUCED — — — 65,949 -1,260 -1.9% 4.55% $6.6M 2025-04-23 $93.43
2024 Q4 ADDED — — — 67,209 +8,170 +13.8% 5.11% $6.6M 2025-01-16 $98.59
2024 Q3 INITIATED — — — 59,039 — — 5.09% $6.0M 2024-11-12 $99.46

🏢 Other funds also holding RWL

As of 2026 Q2 — sorted by position size

Fusion Family Wealth, LLC 3Y 7Y 14.15% Tanglewood Legacy Advisors, LLC 3Y 12.01% Investment Planning Advisors, Inc. 9.54% Kozak & Associates, Inc. 3Y 7.44% DENVER WEALTH MANAGEMENT, INC. 3Y 6.42% Stewardship Advisors, LLC 3Y 6.2% RETIREMENT PLANNING GROUP, LLC / NY 6.01% Blue Water Asset Management 5.88% Cadent Capital Advisors, LLC 3Y 4.56% Asset Allocation Strategies LLC 3Y 4.47%

FAQ About Mission Hills Financial Advisory, LLC and RWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mission Hills Financial Advisory, LLC reported owning RWL?

Mission Hills Financial Advisory, LLC reported RWL across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported RWL position in Mission Hills Financial Advisory, LLC's portfolio?

The largest reported portfolio weight for RWL was 5.11% in 2024 Q4.

What is the latest reported RWL position on this page?

The most recent filing on this page is 2026 Q2, when Mission Hills Financial Advisory, LLC reported 41,107 shares, equal to 2.31% of portfolio, with an estimated market value of $5.3M.

What does the chart on this RWL ownership page compare?

The chart compares Mission Hills Financial Advisory, LLC's quarterly RWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mission Hills Financial Advisory, LLC time their RWL position?

Based on 13F filing dates vs. subsequent RWL price moves, Mission Hills Financial Advisory, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on RWL relative to SPY over the holding period was +616.3%.

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