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

Atria Wealth Solutions’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 Q2	$814K	Sell	7,758 -66,985	-90%	-$6.63M	0.02%	726
2025 Q1	$7.42M	Buy	74,743 +15,374	+26%	+$1.55M	0.09%	236
2024 Q4	$5.81M	Sell	59,369 -85,873	-59%	-$8.6M	0.06%	319
2024 Q3	$14.2M	Buy	145,242 +44,190	+44%	+$4.2M	0.15%	137
2024 Q2	$9.36M	Sell	101,052 -2,267	-2%	-$208K	0.1%	202
2024 Q1	$9.68M	Buy	103,319 +13,750	+15%	+$1.22M	0.11%	198
2023 Q4	$7.64M	Sell	89,569 -3,815	-4%	-$306K	0.1%	216
2023 Q3	$7.3M	Sell	93,384 -6,064	-6%	-$489K	0.1%	207
2023 Q2	$7.96M	Sell	99,448 -15,275	-13%	-$1.17M	0.11%	184
2023 Q1	$8.73M	Buy	114,723 +29,143	+34%	+$2.22M	0.13%	160
2022 Q4	$6.33M	Buy	85,580 +2,682	+3%	+$198K	0.1%	215
2022 Q3	$5.56M	Buy	82,898 +79,929	+2,692%	+$5.88M	0.1%	212
2022 Q2	$207K	Hold	2,969	–	–	﹤0.01%	1441
2022 Q1	$240K	Buy	+2,969	New	+$234K	﹤0.01%	1457

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's RWL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 90% in Q2 2025, selling an estimated $6.63M and leaving 7,758 shares worth $814K. The position accounts for 0.02% of the portfolio, ranked #726.

Atria Wealth Solutions first reported a position in RWL in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.2M in Q3 2024. 264 funds tracked by Wall St. Rank hold RWL as of Q2 2025.

Atria Wealth Solutions held 7,758 shares of Invesco S&P 500 Revenue ETF worth $814K as of Q2 2025.
Atria Wealth Solutions sold 66,985 Invesco S&P 500 Revenue ETF shares in Q2 2025, an estimated $6.63M.
Invesco S&P 500 Revenue ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #726 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Revenue ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P 500 Revenue ETF position peaked at $14.2M in Q3 2024.
264 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.