FFW
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Fusion Family Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Fusion Family Wealth’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 		$193M Buy
1,677,074
+48,750
+3% +$5.75M 14.39% 2
2025
Q4 		$186M Buy
1,628,324
+46,696
+3% +$5.26M 14.13% 2
2025
Q3 		$175M Buy
1,581,628
+2,013
+0.1% +$215K 13.11% 2
2025
Q2 		$165M Buy
1,579,615
+9,042
+0.6% +$895K 13.93% 2
2025
Q1 		$156M Buy
1,570,573
+102,901
+7% +$10.4M 14.35% 2
2024
Q4 		$144M Buy
1,467,672
+51,960
+4% +$5.21M 13.18% 2
2024
Q3 		$139M Buy
1,415,712
+55,620
+4% +$5.28M 12.78% 2
2024
Q2 		$126M Buy
1,360,092
+3,877
+0.3% +$356K 12.83% 2
2024
Q1 		$127M Buy
1,356,215
+26,651
+2% +$2.36M 13.17% 2
2023
Q4 		$113M Sell
1,329,564
-204
-0% -$16.4K 12.79% 2
2023
Q3 		$104M Buy
1,329,768
+6,945
+0.5% +$560K 12.85% 2
2023
Q2 		$106M Buy
1,322,823
+24,784
+2% +$1.9M 12.71% 2
2023
Q1 		$98.8M Buy
1,298,039
+6,630
+0.5% +$504K 12.7% 2
2022
Q4 		$95.5M Buy
1,291,409
+181,214
+16% +$13.4M 13.07% 2
2022
Q3 		$80.8M Sell
1,110,195
-153,172
-12% -$11.3M 12.14% 3
2022
Q2 		$88.3M Buy
1,263,367
+108,684
+9% +$8.23M 12.65% 3
2022
Q1 		$93.1M Buy
1,154,683
+98,386
+9% +$7.77M 12.58% 2
2021
Q4 		$84.9M Sell
1,056,297
-53,898
-5% -$4.16M 12.63% 2
2021
Q3 		$80.8M Buy
1,110,195
+32,131
+3% +$2.39M 12.14% 3
2021
Q2 		$79.5M Sell
1,078,064
-7,730
-0.7% -$564K 11.9% 3
2021
Q1 		$75.5M Buy
1,085,794
+81,071
+8% +$5.35M 11.68% 3
2020
Q4 		$62.6M Buy
1,004,723
+27,076
+3% +$1.59M 11.06% 3
2020
Q3 		$52.7M Buy
977,647
+97,830
+11% +$5.29M 10.65% 3
2020
Q2 		$45M Sell
879,817
-18,543
-2% -$912K 10.61% 3
2020
Q1 		$39.4M Buy
898,360
+71,954
+9% +$3.86M 10.57% 3
2019
Q4 		$48.2M Sell
826,406
-1,169
-0.1% -$65.7K 11.1% 3
2019
Q3 		$44.6M Buy
827,575
+33,975
+4% +$1.82M 11.84% 3
2019
Q2 		$42.4M Buy
793,600
+67,296
+9% +$3.52M 10.54% 3
2019
Q1 		$37.5M Buy
726,304
+30,590
+4% +$1.55M 10.35% 3
2018
Q4 		$32.4M Buy
695,714
+15,948
+2% +$809K 9.51% 3
2018
Q3 		$36.8M Buy
679,766
+13,094
+2% +$696K 9.88% 3
2018
Q2 		$33.8M Buy
666,672
+5,788
+0.9% +$295K 9.51% 3
2018
Q1 		$32.9M Buy
660,884
+33,338
+5% +$1.73M 11.07% 3
2017
Q4 		$32.3M Buy
627,546
+25,786
+4% +$1.27M 8.05% 4
2017
Q3 		$28.8M Buy
601,760
+42,800
+8% +$2M 9.76% 3
2017
Q2 		$26M Buy
558,960
+21,645
+4% +$993K 8.9% 3
2017
Q1 		$24.4M Buy
537,315
+1,803
+0.3% +$81.1K 9.16% 3
2016
Q4 		$23.6M Buy
+535,512
New +$22.7M 13.87% 1

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fusion Family Wealth's RWL Position: Q1 2026 in Review

Fusion Family Wealth increased its Invesco S&P 500 Revenue ETF (RWL) stake by 3% in Q1 2026, buying an estimated $5.75M and bringing the position to 1,677,074 shares worth $193M. The position accounts for 14.39% of the portfolio, ranked #2.

Fusion Family Wealth first reported a position in RWL in Q4 2016 and has held it in 38 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Fusion Family Wealth held 1,677,074 shares of Invesco S&P 500 Revenue ETF worth $193M as of Q1 2026.
  • Fusion Family Wealth bought 48,750 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $5.75M.
  • Invesco S&P 500 Revenue ETF made up 14.39% of Fusion Family Wealth's portfolio in Q1 2026, its #2 holding.
  • Fusion Family Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q4 2016 and has held it in 38 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.