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
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 $1.02T 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

VIA

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

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

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

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

Bessemer Group's RWL Position: Q4 2025 in Review

Bessemer Group sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 4,826 shares — an estimated $534K sold.

Bessemer Group first reported a position in RWL in Q1 2021 and held it in 19 quarters. The position peaked at $541K in Q4 2024. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

Bessemer Group reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 4,826 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $534K.
Bessemer Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2021 and held it in 19 quarters.
Bessemer Group's Invesco S&P 500 Revenue ETF position peaked at $541K in Q4 2024.
302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.