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

Bartlett & Co 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
2026 Q2	$73.3K	Hold	574	–	–	﹤0.01%	675
2026 Q1	$70.5K	Hold	574	–	–	﹤0.01%	622
2025 Q4	$65.7K	Hold	574	–	–	﹤0.01%	617
2025 Q3	$63.5K	Hold	574	–	–	﹤0.01%	627
2025 Q2	$59.9K	Hold	574	–	–	﹤0.01%	629
2025 Q1	$57K	Buy	+574	New	+$58K	﹤0.01%	627
2023 Q1	–	Sell	-493	Closed	-$36.5K	–	1096
2022 Q4	$36.5K	Buy	+493	New	+$36.5K	﹤0.01%	624

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bartlett & Co Wealth Management's RWL Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 574 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Bartlett & Co Wealth Management first reported a position in RWL in Q4 2022 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Bartlett & Co Wealth Management held 574 shares of Invesco S&P 500 Revenue ETF worth $73.3K as of Q2 2026.
Bartlett & Co Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #675 holding.
Bartlett & Co Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.