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Financial Partners Group (Kansas)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Financial Partners Group (Kansas)’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 		$355K Sell
3,086
-265
-8% -$31.3K 0.04% 162
2025
Q4 		$395K Sell
3,351
-87
-3% -$9.8K 0.05% 155
2025
Q3 		$380K Sell
3,438
-2,079
-38% -$222K 0.05% 150
2025
Q2 		$575K Buy
5,517
+1,831
+50% +$181K 0.08% 109
2025
Q1 		$366K Buy
+3,686
New +$372K 0.06% 127

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Partners Group (Kansas)'s RWL Position: Q1 2026 in Review

Financial Partners Group (Kansas) reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 7.9% in Q1 2026, selling an estimated $31.3K and leaving 3,086 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #162.

Financial Partners Group (Kansas) first reported a position in RWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $575K in Q2 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Financial Partners Group (Kansas) held 3,086 shares of Invesco S&P 500 Revenue ETF worth $355K as of Q1 2026.
  • Financial Partners Group (Kansas) sold 265 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $31.3K.
  • Invesco S&P 500 Revenue ETF made up 0.04% of Financial Partners Group (Kansas)'s portfolio in Q1 2026, its #162 holding.
  • Financial Partners Group (Kansas) first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 5 quarters since.
  • Financial Partners Group (Kansas)'s Invesco S&P 500 Revenue ETF position peaked at $575K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2026, filed 13 Apr 2026.