Creekmur Asset Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Creekmur Asset 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
2025 Q3	$32.9K	Hold	297	–	–	0.01%	384
2025 Q2	$31K	Hold	297	–	–	0.01%	391
2025 Q1	$29.5K	Hold	297	–	–	0.01%	360
2024 Q4	$29.1K	Hold	297	–	–	0.01%	295
2024 Q3	$29.1K	Buy	+297	New	+$28.2K	0.01%	300

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creekmur Asset Management's RWL Position: Q3 2025 in Review

Creekmur Asset Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2025 at 297 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #384.

Creekmur Asset Management first reported a position in RWL in Q3 2024 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold RWL as of Q3 2025.

Creekmur Asset Management held 297 shares of Invesco S&P 500 Revenue ETF worth $32.9K as of Q3 2025.
Creekmur Asset Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2025.
Invesco S&P 500 Revenue ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #384 holding.
Creekmur Asset Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.