Arax Advisory Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Arax Advisory Partners’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
2026 Q1	$106K	Hold	926	–	–	﹤0.01%	1352
2025 Q4	$106K	Sell	926 -44	-5%	-$4.96K	﹤0.01%	1312
2025 Q3	$107K	Hold	970	–	–	﹤0.01%	1510
2025 Q2	$101K	Buy	+970	New	+$96K	﹤0.01%	934
2022 Q2	–	Sell	-6	Closed	-$1K	–	1223
2022 Q1	$1K	Buy	+6	New	+$474	﹤0.01%	1084

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arax Advisory Partners's RWL Position: Q1 2026 in Review

Arax Advisory Partners held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 926 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Arax Advisory Partners first reported a position in RWL in Q1 2022 and has held it in 5 quarters since. The position peaked at $107K in Q3 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Arax Advisory Partners held 926 shares of Invesco S&P 500 Revenue ETF worth $106K as of Q1 2026.
Arax Advisory Partners left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1352 holding.
Arax Advisory Partners first reported a position in Invesco S&P 500 Revenue ETF in Q1 2022 and has held it in 5 quarters since.
Arax Advisory Partners's Invesco S&P 500 Revenue ETF position peaked at $107K in Q3 2025.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.