Hickory Asset Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Hickory Asset 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 Q2	$245K	Buy	+2,349	New	+$232K	0.2%	81

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

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

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

FFW

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Hickory Asset Management's RWL Position: Q2 2025 in Review

Hickory Asset Management opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q2 2025: 2,349 shares worth $245K. The stake represents 0.2% of the portfolio and ranks #81 among its holdings.

264 funds tracked by Wall St. Rank hold RWL as of Q2 2025.

Hickory Asset Management held 2,349 shares of Invesco S&P 500 Revenue ETF worth $245K as of Q2 2025.
Invesco S&P 500 Revenue ETF was a new Hickory Asset Management position in Q2 2025.
Invesco S&P 500 Revenue ETF made up 0.2% of Hickory Asset Management's portfolio in Q2 2025, its #81 holding.
264 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.