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AWS
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
Shares
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
$1.02T 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
AF
Allworth Financial
Folsom, California
$24.7B AUM
15.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
FFW
Fusion Family Wealth
Woodbury, New York
$1.34B AUM
18.88%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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