Future Financial Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-83	Closed	-$9.19K	–	368
2025 Q3	$9.19K	Hold	83	–	–	0.01%	385
2025 Q2	$8.66K	Hold	83	–	–	0.01%	376
2025 Q1	$8.24K	Hold	83	–	–	0.01%	379
2024 Q4	$8.13K	Hold	83	–	–	0.01%	378
2024 Q3	$8.14K	Buy	+83	New	+$7.89K	0.01%	398
2024 Q2	–	Sell	-83	Closed	-$7.78K	–	383
2024 Q1	$7.78K	Buy	+83	New	+$7.34K	0.01%	421

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

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

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

Future Financial Wealth Management's RWL Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 83 shares — an estimated $9.19K sold.

Future Financial Wealth Management first reported a position in RWL in Q1 2024 and held it in 6 quarters. The position peaked at $9.19K in Q3 2025. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

Future Financial Wealth Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 83 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $9.19K.
Future Financial Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and held it in 6 quarters.
Future Financial Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $9.19K in Q3 2025.
302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.