Diligent Investors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Diligent Investors’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	$347K	Sell	3,022 -30	-1%	-$3.54K	0.09%	245
2025 Q4	$349K	Sell	3,052 -35	-1%	-$3.94K	0.09%	241
2025 Q3	$342K	Buy	3,087 +3	+0.1%	+$320	0.09%	242
2025 Q2	$322K	Buy	3,084 +2	+0.1%	+$198	0.08%	254
2025 Q1	$306K	Buy	3,082 +4	+0.1%	+$404	0.07%	273
2024 Q4	$301K	Buy	3,078 +3	+0.1%	+$301	0.07%	278
2024 Q3	$302K	Buy	3,075 +4	+0.1%	+$380	0.07%	267
2024 Q2	$284K	Sell	3,071 -21	-0.7%	-$1.93K	0.07%	261
2024 Q1	$290K	Sell	3,092 -154	-5%	-$13.6K	0.07%	261
2023 Q4	$277K	Sell	3,246 -84	-3%	-$6.74K	0.08%	251
2023 Q3	$260K	Buy	3,330 +4	+0.1%	+$323	0.08%	244
2023 Q2	$266K	Buy	3,326 +5	+0.2%	+$384	0.08%	232
2023 Q1	$253K	Buy	3,321 +5	+0.2%	+$380	0.08%	227
2022 Q4	$245K	Sell	3,316 -100	-3%	-$7.39K	0.08%	226
2022 Q3	$229K	Buy	3,416 +10	+0.3%	+$735	0.08%	218
2022 Q2	$238K	Sell	3,406 -213	-6%	-$16.1K	0.08%	216
2022 Q1	$292K	Buy	3,619 +4	+0.1%	+$316	0.08%	209
2021 Q4	$289K	Sell	3,615 -380	-10%	-$29.3K	0.08%	208
2021 Q3	$294K	Hold	3,995	–	–	0.1%	179
2021 Q2	$294K	Sell	3,995 -260	-6%	-$19K	0.1%	180
2021 Q1	$296K	Buy	4,255 +4	+0.1%	+$264	0.11%	175
2020 Q4	$265K	Sell	4,251 -102	-2%	-$6K	0.11%	168
2020 Q3	$235K	Sell	4,353 -762	-15%	-$41.2K	0.11%	162
2020 Q2	$262K	Sell	5,115 -185	-3%	-$9.1K	0.13%	146
2020 Q1	$233K	Sell	5,300 -454	-8%	-$24.4K	0.14%	136
2019 Q4	$336K	Sell	5,754 -9,045	-61%	-$508K	0.15%	141
2019 Q3	$798K	Sell	14,799 -1,776	-11%	-$95.1K	0.39%	71
2019 Q2	$885K	Sell	16,575 -24,991	-60%	-$1.31M	0.44%	64
2019 Q1	$2.14M	Buy	41,566 +1,544	+4%	+$78.1K	1.22%	19
2018 Q4	$1.86M	Sell	40,022 -1,378	-3%	-$69.9K	1.22%	19
2018 Q3	$2.24M	Buy	41,400 +1,833	+5%	+$97.5K	1.23%	20
2018 Q2	$2.01M	Buy	39,567 +4,367	+12%	+$222K	1.22%	20
2018 Q1	$1.75M	Buy	35,200 +5,449	+18%	+$283K	1.06%	24
2017 Q4	$1.53M	Buy	+29,751	New	+$1.47M	0.97%	22

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

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

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

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

Diligent Investors's RWL Position: Q1 2026 in Review

Diligent Investors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.98% in Q1 2026, selling an estimated $3.54K and leaving 3,022 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #245.

Diligent Investors first reported a position in RWL in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.24M in Q3 2018. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Diligent Investors held 3,022 shares of Invesco S&P 500 Revenue ETF worth $347K as of Q1 2026.
Diligent Investors sold 30 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $3.54K.
Invesco S&P 500 Revenue ETF made up 0.09% of Diligent Investors's portfolio in Q1 2026, its #245 holding.
Diligent Investors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2017 and has held it in 34 quarters since.
Diligent Investors's Invesco S&P 500 Revenue ETF position peaked at $2.24M in Q3 2018.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.