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Collier Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Collier Financial’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
Q1 		$6.08K Hold
61
– – 0.01% 115
2024
Q4 		$5.96K Buy
+61
New +$6.11K 0.01% 102

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Collier Financial's RWL Position: Q1 2025 in Review

Collier Financial held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2025 at 61 shares worth $6.08K. The position accounts for 0.01% of the portfolio, ranked #115.

Collier Financial first reported a position in RWL in Q4 2024 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

  • Collier Financial held 61 shares of Invesco S&P 500 Revenue ETF worth $6.08K as of Q1 2025.
  • Collier Financial left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2025.
  • Invesco S&P 500 Revenue ETF made up 0.01% of Collier Financial's portfolio in Q1 2025, its #115 holding.
  • Collier Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.