Edge Capital Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Edge Capital Group’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
2024 Q4	$305K	Sell	209 -2,902	-93%	-$291K	0.01%	262
2024 Q3	$305K	Hold	3,111	–	–	0.01%	262
2024 Q2	$288K	Hold	3,111	–	–	0.01%	267
2024 Q1	$292K	Sell	3,111 -125	-4%	-$11.1K	0.01%	262
2023 Q4	$276K	Hold	3,236	–	–	0.02%	259
2023 Q3	$253K	Hold	3,236	–	–	0.02%	252
2023 Q2	$259K	Hold	3,236	–	–	0.01%	274
2023 Q1	$246K	Hold	3,236	–	–	0.02%	275
2022 Q4	$239K	Hold	3,236	–	–	0.02%	264
2022 Q3	$217K	Buy	3,236 +1,347	+71%	+$99.1K	0.02%	265
2022 Q2	$260K	Sell	1,889 -6,911	-79%	-$523K	0.02%	246
2022 Q1	$710K	Hold	8,800	–	–	0.05%	172
2021 Q4	$704K	Hold	8,800	–	–	0.05%	169
2021 Q3	$640K	Hold	8,800	–	–	0.05%	163
2021 Q2	$649K	Hold	8,800	–	–	0.05%	169
2021 Q1	$612K	Hold	8,800	–	–	0.05%	164
2020 Q4	$548K	Hold	8,800	–	–	0.05%	164
2020 Q3	$475K	Hold	8,800	–	–	0.05%	163
2020 Q2	$450K	Hold	8,800	–	–	0.05%	157
2020 Q1	$386K	Buy	+8,800	New	+$473K	0.05%	158

Other funds holding RWL

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

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

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Edge Capital Group's RWL Position: Q4 2024 in Review

Edge Capital Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 93% in Q4 2024, selling an estimated $291K and leaving 209 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #262.

Edge Capital Group first reported a position in RWL in Q1 2020 and has held it in 20 quarters since. The position peaked at $710K in Q1 2022. 242 funds tracked by Wall St. Rank hold RWL as of Q4 2024.

Edge Capital Group held 209 shares of Invesco S&P 500 Revenue ETF worth $305K as of Q4 2024.
Edge Capital Group sold 2,902 Invesco S&P 500 Revenue ETF shares in Q4 2024, an estimated $291K.
Invesco S&P 500 Revenue ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #262 holding.
Edge Capital Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2020 and has held it in 20 quarters since.
Edge Capital Group's Invesco S&P 500 Revenue ETF position peaked at $710K in Q1 2022.
242 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.