Envestnet Portfolio Solutions’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-5,697	Closed	-$652K	–	1475
2025 Q4	$652K	Buy	5,697 +628	+12%	+$70.7K	﹤0.01%	937
2025 Q3	$561K	Buy	5,069 +1,079	+27%	+$115K	﹤0.01%	978
2025 Q2	$416K	Sell	3,990 -3,366	-46%	-$333K	﹤0.01%	1181
2025 Q1	$731K	Sell	7,356 -2,809	-28%	-$284K	﹤0.01%	902
2024 Q4	$995K	Sell	10,165 -736	-7%	-$73.8K	﹤0.01%	929
2024 Q3	$1.07M	Buy	10,901 +3,688	+51%	+$350K	﹤0.01%	867
2024 Q2	$668K	Buy	7,213 +1,416	+24%	+$130K	﹤0.01%	1010
2024 Q1	$543K	Buy	5,797 +1,936	+50%	+$171K	﹤0.01%	1090
2023 Q4	$329K	Buy	+3,861	New	+$310K	﹤0.01%	1253

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

FFW

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

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

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

Envestnet Portfolio Solutions's RWL Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2026, closing a stake of 5,697 shares — an estimated $652K sold.

Envestnet Portfolio Solutions first reported a position in RWL in Q4 2023 and held it in 9 quarters. The position peaked at $1.07M in Q3 2024. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 5,697 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $652K.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Invesco S&P 500 Revenue ETF position peaked at $1.07M in Q3 2024.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.