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Aveo Capital Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-4,087
Closed -$400K – 296
2024
Q4 		$400K Sell
4,087
-1,872
-31% -$188K 0.04% 237
2024
Q3 		$584K Sell
5,959
-920
-13% -$87.4K 0.06% 180
2024
Q2 		$637K Sell
6,879
-2,388
-26% -$219K 0.07% 163
2024
Q1 		$839K Buy
+9,267
New +$819K 0.09% 160

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aveo Capital Partners's RWL Position: Q1 2025 in Review

Aveo Capital Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2025, closing a stake of 4,087 shares — an estimated $400K sold.

Aveo Capital Partners first reported a position in RWL in Q1 2024 and held it in 4 quarters. The position peaked at $839K in Q1 2024. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

  • Aveo Capital Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 4,087 Invesco S&P 500 Revenue ETF shares in Q1 2025, an estimated $400K.
  • Aveo Capital Partners first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Invesco S&P 500 Revenue ETF position peaked at $839K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.