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AmeriFlex Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

AmeriFlex Group’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,977
Closed -$1.03M – 1304
2025
Q2 		$1.03M Buy
9,977
+1,192
+14% +$118K 0.54% 44
2025
Q1 		$873K Buy
8,785
+7,918
+913% +$800K 0.36% 61
2024
Q4 		$89.1K Buy
+867
New +$86.9K 0.04% 324

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AmeriFlex Group's RWL Position: Q3 2025 in Review

AmeriFlex Group sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2025, closing a stake of 9,977 shares — an estimated $1.03M sold.

AmeriFlex Group first reported a position in RWL in Q4 2024 and held it in 3 quarters. The position peaked at $1.03M in Q2 2025. 289 funds tracked by Wall St. Rank hold RWL as of Q3 2025.

  • AmeriFlex Group reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 9,977 Invesco S&P 500 Revenue ETF shares in Q3 2025, an estimated $1.03M.
  • AmeriFlex Group first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's Invesco S&P 500 Revenue ETF position peaked at $1.03M in Q2 2025.
  • 289 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.