Crewe Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Crewe Advisors’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 Q2	–	Sell	-374	Closed	-$37.2K	–	824
2025 Q1	$37.2K	Buy	+374	New	+$37.8K	0.01%	299

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crewe Advisors's RWL Position: Q2 2025 in Review

Crewe Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2025, closing a stake of 374 shares — an estimated $37.2K sold.

Crewe Advisors first reported a position in RWL in Q1 2025 and held it in 1 quarter. The position peaked at $37.2K in Q1 2025. 264 funds tracked by Wall St. Rank hold RWL as of Q2 2025.

Crewe Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 374 Invesco S&P 500 Revenue ETF shares in Q2 2025, an estimated $37.2K.
Crewe Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and held it in 1 quarter.
Crewe Advisors's Invesco S&P 500 Revenue ETF position peaked at $37.2K in Q1 2025.
264 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.