Atlantic Private Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Atlantic Private Wealth’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	$60.7K	Hold	528	–	–	0.04%	117
2025 Q4	$60.5K	Hold	528	–	–	0.04%	109
2025 Q3	$58.5K	Hold	528	–	–	0.04%	94
2025 Q2	$55.1K	Hold	528	–	–	0.04%	99
2025 Q1	$52.5K	Buy	+528	New	+$53.3K	0.04%	110

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

Atlantic Private Wealth's RWL Position: Q1 2026 in Review

Atlantic Private Wealth held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 528 shares worth $60.7K. The position accounts for 0.04% of the portfolio, ranked #117.

Atlantic Private Wealth first reported a position in RWL in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Atlantic Private Wealth held 528 shares of Invesco S&P 500 Revenue ETF worth $60.7K as of Q1 2026.
Atlantic Private Wealth left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P 500 Revenue ETF made up 0.04% of Atlantic Private Wealth's portfolio in Q1 2026, its #117 holding.
Atlantic Private Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 5 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.