Concurrent Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
18,833
+3,339
| +22% | +$348K | 0.04% | 433 |
|
|
2025
Q1 | $1.54M | Buy |
15,494
+7,771
| +101% | +$772K | 0.04% | 421 |
|
|
2024
Q4 | $756K | Buy |
7,723
+238
| +3% | +$23.3K | 0.02% | 554 |
|
|
2024
Q3 | $734K | Sell |
7,485
-4,838
| -39% | -$474K | 0.02% | 528 |
|
|
2024
Q2 | $1.14M | Buy |
12,323
+118
| +1% | +$10.9K | 0.04% | 391 |
|
|
2024
Q1 | $1.14M | Buy |
12,205
+1,879
| +18% | +$176K | 0.05% | 352 |
|
|
2023
Q4 | $881K | Buy |
+10,326
| New | +$881K | 0.04% | 352 |
|