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Avior Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Avior Wealth Management’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
-69
Closed -$6.76K – 2010
2024
Q4 		$6.76K Hold
69
– – ﹤0.01% 1757
2024
Q3 		$6.77K Hold
69
– – ﹤0.01% 1672
2024
Q2 		$6.39K Hold
69
– – ﹤0.01% 1654
2024
Q1 		$6.47K Hold
69
– – ﹤0.01% 2003
2023
Q4 		$5.89K Hold
69
– – ﹤0.01% 1100
2023
Q3 		$5.39K Buy
+69
New +$5.56K ﹤0.01% 1168

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 $71.6B AUM 21.08% 1-Year Est. Return

Avior Wealth Management's RWL Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2025, closing a stake of 69 shares — an estimated $6.76K sold.

Avior Wealth Management first reported a position in RWL in Q3 2023 and held it in 6 quarters. The position peaked at $6.77K in Q3 2024. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 69 Invesco S&P 500 Revenue ETF shares in Q1 2025, an estimated $6.76K.
  • Avior Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $6.77K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.