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Beacon Capital Management Inc (Ohio)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q4 		– Sell
-557
Closed -$61.6K – 149
2025
Q3 		$61.6K Sell
557
-433
-44% -$46.2K ﹤0.01% 60
2025
Q2 		$103K Buy
+990
New +$98K 0.01% 44

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VIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
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AF
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Beacon Capital Management Inc (Ohio)'s RWL Position: Q4 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 557 shares — an estimated $61.6K sold.

Beacon Capital Management Inc (Ohio) first reported a position in RWL in Q2 2025 and held it in 2 quarters. The position peaked at $103K in Q2 2025. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

  • Beacon Capital Management Inc (Ohio) reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 557 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $61.6K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Invesco S&P 500 Revenue ETF position peaked at $103K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2025, filed 12 Feb 2026.