Atria Investments’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Atria Investments’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	$1.67M	Sell	14,538 -1,308	-8%	-$154K	0.02%	795
2025 Q4	$1.81M	Buy	15,846 +10,086	+175%	+$1.14M	0.02%	772
2025 Q3	$637K	Sell	5,760 -16,801	-74%	-$1.79M	0.01%	1296
2025 Q2	$2.35M	Sell	22,561 -166	-0.7%	-$16.4K	0.03%	660
2025 Q1	$2.26M	Buy	22,727 +982	+5%	+$99.2K	0.03%	653
2024 Q4	$2.13M	Buy	21,745 +596	+3%	+$59.7K	0.03%	658
2024 Q3	$2.07M	Buy	21,149 +9,744	+85%	+$926K	0.03%	655
2024 Q2	$1.06M	Buy	11,405 +123	+1%	+$11.3K	0.01%	904
2024 Q1	$1.06M	Buy	+11,282	New	+$997K	0.01%	935

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

Atria Investments's RWL Position: Q1 2026 in Review

Atria Investments reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 8.3% in Q1 2026, selling an estimated $154K and leaving 14,538 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #795.

Atria Investments first reported a position in RWL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.35M in Q2 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Atria Investments held 14,538 shares of Invesco S&P 500 Revenue ETF worth $1.67M as of Q1 2026.
Atria Investments sold 1,308 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $154K.
Invesco S&P 500 Revenue ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #795 holding.
Atria Investments first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and has held it in 9 quarters since.
Atria Investments's Invesco S&P 500 Revenue ETF position peaked at $2.35M in Q2 2025.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.