Global Retirement Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $33.8M | Buy |
295,565
+10,268
| +4% | +$1.16M | 0.6% | 29 |
|
|
2025
Q3 | $31.6M | Buy |
285,297
+16,899
| +6% | +$1.8M | 0.71% | 24 |
|
|
2025
Q2 | $28M | Buy |
+268,398
| New | +$26.6M | 0.69% | 22 |
|
|
2024
Q4 | $13.7M | Buy |
139,917
+17,354
| +14% | +$1.74M | 0.39% | 50 |
|
|
2024
Q3 | $12M | Buy |
122,563
+8,441
| +7% | +$802K | 0.36% | 57 |
|
|
2024
Q2 | $10.6M | Buy |
114,122
+32,376
| +40% | +$2.97M | 0.33% | 62 |
|
|
2024
Q1 | $7.66M | Buy |
81,746
+25,766
| +46% | +$2.28M | 0.29% | 75 |
|
|
2023
Q4 | $4.74M | Buy |
55,980
+42,746
| +323% | +$3.43M | 0.2% | 108 |
|
|
2023
Q3 | $1.02M | Buy |
13,234
+9,507
| +255% | +$767K | 0.05% | 298 |
|
|
2023
Q2 | $298K | Buy |
3,727
+2,823
| +312% | +$217K | 0.01% | 568 |
|
|
2023
Q1 | $67.9K | Buy |
904
+230
| +34% | +$17.5K | ﹤0.01% | 1100 |
|
|
2022
Q4 | $49.8K | Buy |
674
+1
| +0.1% | +$74 | ﹤0.01% | 1085 |
|
|
2022
Q3 | $50K | Buy |
673
+155
| +30% | +$11.4K | ﹤0.01% | 1012 |
|
|
2022
Q2 | $36K | Sell |
518
-806
| -61% | -$61.1K | ﹤0.01% | 1129 |
|
|
2022
Q1 | $98K | Buy |
+1,324
| New | +$105K | 0.01% | 765 |
|
|
2021
Q4 | – | Sell |
-479
| Closed | -$35K | – | 1478 |
|
|
2021
Q3 | $35K | Buy |
479
+50
| +12% | +$3.72K | ﹤0.01% | 983 |
|
|
2021
Q2 | $32K | Hold |
429
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q1 | $30K | Hold |
429
| – | – | ﹤0.01% | 977 |
|
|
2020
Q4 | $27K | Hold |
429
| – | – | ﹤0.01% | 947 |
|
|
2020
Q3 | $23K | Hold |
429
| – | – | ﹤0.01% | 880 |
|
|
2020
Q2 | $22K | Hold |
429
| – | – | ﹤0.01% | 875 |
|
|
2020
Q1 | $19K | Hold |
429
| – | – | ﹤0.01% | 819 |
|
|
2019
Q4 | $25K | Hold |
429
| – | – | ﹤0.01% | 872 |
|
|
2019
Q3 | $23K | Hold |
429
| – | – | ﹤0.01% | 856 |
|
|
2019
Q2 | $23K | Hold |
429
| – | – | ﹤0.01% | 847 |
|
|
2019
Q1 | $22K | Hold |
429
| – | – | 0.01% | 794 |
|
|
2018
Q4 | $20K | Hold |
429
| – | – | 0.01% | 748 |
|
|
2018
Q3 | $23K | Hold |
429
| – | – | 0.01% | 770 |
|
|
2018
Q2 | $22K | Hold |
429
| – | – | 0.01% | 769 |
|
|
2018
Q1 | $21K | Hold |
429
| – | – | 0.01% | 751 |
|
|
2017
Q4 | $22K | Hold |
429
| – | – | 0.01% | 702 |
|
|
2017
Q3 | $21K | Hold |
429
| – | – | 0.01% | 637 |
|
|
2017
Q2 | $20K | Hold |
429
| – | – | 0.01% | 607 |
|
|
2017
Q1 | $20K | Hold |
429
| – | – | 0.01% | 558 |
|
|
2016
Q4 | $19K | Buy |
+429
| New | +$18.2K | 0.01% | 530 |
|
Other funds holding RWL
VIA
FFW
AF
Global Retirement Partners's RWL Position: Q4 2025 in Review
Global Retirement Partners increased its Invesco S&P 500 Revenue ETF (RWL) stake by 3.6% in Q4 2025, buying an estimated $1.16M and bringing the position to 295,565 shares worth $33.8M. The position accounts for 0.6% of the portfolio, ranked #29.
Global Retirement Partners first reported a position in RWL in Q4 2016 and has held it in 35 quarters since. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.
- Global Retirement Partners held 295,565 shares of Invesco S&P 500 Revenue ETF worth $33.8M as of Q4 2025.
- Global Retirement Partners bought 10,268 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $1.16M.
- Invesco S&P 500 Revenue ETF made up 0.6% of Global Retirement Partners's portfolio in Q4 2025, its #29 holding.
- Global Retirement Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2016 and has held it in 35 quarters since.
- 302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.