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Caliber Wealth Management (Kansas)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Caliber Wealth Management (Kansas)’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 		$232K Hold
2,017
– – 0.03% 248
2025
Q4 		$231K Hold
2,017
– – 0.02% 244
2025
Q3 		$223K Hold
2,017
– – 0.02% 234
2025
Q2 		$210K Hold
2,017
– – 0.02% 266
2025
Q1 		$200K Buy
+2,017
New +$204K 0.03% 242

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s RWL Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 2,017 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #248.

Caliber Wealth Management (Kansas) first reported a position in RWL in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 2,017 shares of Invesco S&P 500 Revenue ETF worth $232K as of Q1 2026.
  • Caliber Wealth Management (Kansas) left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Revenue ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #248 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.