Cherry Tree Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Cherry Tree Wealth 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 Q1	$39.1K	Hold	340	–	–	0.01%	294
2025 Q4	$38.9K	Hold	340	–	–	0.01%	291
2025 Q3	$37.6K	Hold	340	–	–	0.01%	281
2025 Q2	$35.5K	Hold	340	–	–	0.01%	280
2025 Q1	$33.8K	Hold	340	–	–	0.01%	290
2024 Q4	$33.3K	Hold	340	–	–	0.01%	283
2024 Q3	$33.3K	Hold	340	–	–	0.01%	291
2024 Q2	$31.5K	Hold	340	–	–	0.01%	287
2024 Q1	$31.9K	Hold	340	–	–	0.01%	281
2023 Q4	$29K	Hold	340	–	–	0.01%	281
2023 Q3	$26.6K	Buy	340 +253	+291%	+$20.4K	0.01%	274
2023 Q2	$6.96K	Buy	+87	New	+$6.68K	﹤0.01%	375

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cherry Tree Wealth Management's RWL Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 340 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #294.

Cherry Tree Wealth Management first reported a position in RWL in Q2 2023 and has held it in 12 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Cherry Tree Wealth Management held 340 shares of Invesco S&P 500 Revenue ETF worth $39.1K as of Q1 2026.
Cherry Tree Wealth Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P 500 Revenue ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #294 holding.
Cherry Tree Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and has held it in 12 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.