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 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 $1.02T 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bartlett & Co Wealth Management's RWL Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 574 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Bartlett & Co Wealth Management first reported a position in RWL in Q4 2022 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Bartlett & Co Wealth Management held 574 shares of Invesco S&P 500 Revenue ETF worth $70.5K as of Q1 2026.
Bartlett & Co Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #622 holding.
Bartlett & Co Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and has held it in 6 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.