BCM
RWL icon

Brookstone Capital Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Brookstone Capital 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 		$2.77M Sell
21,643
-37,056
-63% -$4.6M 0.03% 436
2026
Q1 		$6.75M Sell
58,699
-55,252
-48% -$6.52M 0.08% 268
2025
Q4 		$13M Sell
113,951
-18,023
-14% -$2.03M 0.15% 168
2025
Q3 		$14.6M Buy
131,974
+27,818
+27% +$2.97M 0.17% 142
2025
Q2 		$10.9M Buy
104,156
+63,875
+159% +$6.32M 0.14% 179
2025
Q1 		$4M Buy
40,281
+6,159
+18% +$622K 0.06% 302
2024
Q4 		$3.34M Sell
34,122
-2,287
-6% -$229K 0.05% 304
2024
Q3 		$3.57M Sell
36,409
-6,083
-14% -$578K 0.05% 296
2024
Q2 		$4.09M Buy
42,492
+11,087
+35% +$1.02M 0.07% 265
2024
Q1 		$2.94M Buy
31,405
+5,887
+23% +$520K 0.05% 297
2023
Q4 		$2.18M Buy
25,518
+1,837
+8% +$147K 0.04% 315
2023
Q3 		$1.84M Buy
23,681
+811
+4% +$65.4K 0.04% 322
2023
Q2 		$1.81M Sell
22,870
-7,737
-25% -$594K 0.04% 333
2023
Q1 		$2.36M Sell
30,607
-4,574
-13% -$348K 0.05% 297
2022
Q4 		$2.66M Sell
35,181
-17,707
-33% -$1.31M 0.05% 262
2022
Q3 		$3.6M Buy
52,888
+12,085
+30% +$889K 0.08% 203
2022
Q2 		$2.92M Buy
+40,803
New +$3.09M 0.06% 232

Other funds holding RWL

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return