RWL β€” INVESCO EXCH TRADED FD TR II

Ownership history in Stewardship Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Stewardship Advisors, LLC reported INVESCO EXCH TRADED FD TR II (RWL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 8.27% in 2025 Q4. The latest visible filing shows RWL at 8.27% 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 Stewardship Advisors, 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
2025 Q4

RWL was reported at 8.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.27% in 2025 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 2025 Q4

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.

How Stewardship Advisors, LLC held RWL β€” position size vs. price
% of Fund (quarterly)    RWL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 312,547 +92,605 +42.1% 8.27% $35.8M 2026-02-14 (Est.) $120.02
2025 Q3 ADDED 219,942 +2,592 +1.2% 5.76% $24.3M 2025-10-29 $111.52
2025 Q2 ADDED 217,350 +1,800 +0.8% 5.74% $22.7M 2025-07-10 $104.26
2025 Q1 ADDED 215,550 +21,511 +11.1% 5.79% $21.4M 2025-04-17 $92.48
2024 Q4 ADDED 194,039 +3,051 +1.6% 5.27% $19.0M 2025-01-21 $100.48
2024 Q3 INITIATED 190,988 β€” β€” 5.29% $18.7M 2024-10-21 $96.74

FAQ About Stewardship Advisors, 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 Stewardship Advisors, LLC reported owning RWL?

Stewardship Advisors, LLC reported RWL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported RWL position in Stewardship Advisors, LLC's portfolio?

The largest reported portfolio weight for RWL was 8.27% in 2025 Q4.

What is the latest reported RWL position on this page?

The most recent filing on this page is 2025 Q4, when Stewardship Advisors, LLC reported 312,547 shares, equal to 8.27% of portfolio, with an estimated market value of $35.8M.

What does the chart on this RWL ownership page compare?

The chart compares Stewardship Advisors, 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.

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