Bessemer Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Bessemer Group’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	$1K	Buy	+5	New	+$621	﹤0.01%	2484
2025 Q4	–	Sell	-4,826	Closed	-$534K	–	2688
2025 Q3	$534K	Sell	4,826 -117	-2%	-$12.5K	﹤0.01%	831
2025 Q2	$516K	Buy	4,943 +343	+7%	+$33.9K	﹤0.01%	804
2025 Q1	$457K	Sell	4,600 -920	-17%	-$92.9K	﹤0.01%	896
2024 Q4	$541K	Hold	5,520	–	–	﹤0.01%	867
2024 Q3	$541K	Hold	5,520	–	–	﹤0.01%	875
2024 Q2	$511K	Hold	5,520	–	–	﹤0.01%	791
2024 Q1	$517K	Hold	5,520	–	–	﹤0.01%	797
2023 Q4	$471K	Hold	5,520	–	–	﹤0.01%	840
2023 Q3	$431K	Hold	5,520	–	–	﹤0.01%	846
2023 Q2	$442K	Hold	5,520	–	–	﹤0.01%	851
2023 Q1	$420K	Hold	5,520	–	–	﹤0.01%	758
2022 Q4	$408K	Hold	5,520	–	–	﹤0.01%	767
2022 Q3	$370K	Hold	5,520	–	–	﹤0.01%	799
2022 Q2	$386K	Hold	5,520	–	–	﹤0.01%	765
2022 Q1	$445K	Hold	5,520	–	–	﹤0.01%	662
2021 Q4	$441K	Hold	5,520	–	–	﹤0.01%	664
2021 Q3	$402K	Sell	5,520 -53	-1%	-$3.95K	﹤0.01%	618
2021 Q2	$411K	Hold	5,573	–	–	﹤0.01%	621
2021 Q1	$387K	Buy	+5,573	New	+$368K	﹤0.01%	604

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

Bessemer Group's RWL Position: Q2 2026 in Review

Bessemer Group opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2026: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2484 among its holdings. This is a return to the name: Bessemer Group previously reported a position in RWL as recently as Q3 2025.

Bessemer Group first reported a position in RWL in Q1 2021 and has held it in 20 quarters since. The position peaked at $541K in Q4 2024. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Bessemer Group held 5 shares of Invesco S&P 500 Revenue ETF worth $1K as of Q2 2026.
Invesco S&P 500 Revenue ETF was a new Bessemer Group position in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2484 holding.
Bessemer Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2021 and has held it in 20 quarters since.
Bessemer Group's Invesco S&P 500 Revenue ETF position peaked at $541K in Q4 2024.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.