HM Payson & Co’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

HM Payson & Co’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 Q2	$81.8K	Hold	640	–	–	﹤0.01%	609
2026 Q1	$73.5K	Hold	640	–	–	﹤0.01%	616
2025 Q4	$73.3K	Hold	640	–	–	﹤0.01%	623
2025 Q3	$70.8K	Hold	640	–	–	﹤0.01%	622
2025 Q2	$66.7K	Hold	640	–	–	﹤0.01%	605
2025 Q1	$63.6K	Hold	640	–	–	﹤0.01%	606
2024 Q4	$62.7K	Hold	640	–	–	﹤0.01%	606
2024 Q3	$62.8K	Hold	640	–	–	﹤0.01%	591
2024 Q2	$59.3K	Hold	640	–	–	﹤0.01%	573
2024 Q1	$60K	Hold	640	–	–	﹤0.01%	566
2023 Q4	$54.6K	Hold	640	–	–	﹤0.01%	583
2023 Q3	$50K	Hold	640	–	–	﹤0.01%	577
2023 Q2	$51.2K	Hold	640	–	–	﹤0.01%	571
2023 Q1	$48.7K	Hold	640	–	–	﹤0.01%	577
2022 Q4	$47.3K	Hold	640	–	–	﹤0.01%	557
2022 Q3	$43K	Hold	640	–	–	﹤0.01%	597
2022 Q2	$45K	Hold	640	–	–	﹤0.01%	598
2022 Q1	$52K	Hold	640	–	–	﹤0.01%	595
2021 Q4	$51K	Hold	640	–	–	﹤0.01%	602
2021 Q3	$47K	Hold	640	–	–	﹤0.01%	604
2021 Q2	$47K	Hold	640	–	–	﹤0.01%	595
2021 Q1	$44K	Hold	640	–	–	﹤0.01%	625
2020 Q4	$40K	Hold	640	–	–	﹤0.01%	643
2020 Q3	$35K	Hold	640	–	–	﹤0.01%	626
2020 Q2	$33K	Sell	640 -830	-56%	-$40.8K	﹤0.01%	585
2020 Q1	$65K	Hold	1,470	–	–	﹤0.01%	463
2019 Q4	$86K	Sell	1,470 -1,500	-51%	-$84.3K	﹤0.01%	493
2019 Q3	$160K	Hold	2,970	–	–	0.01%	417
2019 Q2	$159K	Buy	+2,970	New	+$155K	0.01%	424

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

FFW

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HM Payson & Co's RWL Position: Q2 2026 in Review

HM Payson & Co held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 640 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

HM Payson & Co first reported a position in RWL in Q2 2019 and has held it in 29 quarters since. The position peaked at $160K in Q3 2019. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

HM Payson & Co held 640 shares of Invesco S&P 500 Revenue ETF worth $81.8K as of Q2 2026.
HM Payson & Co left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #609 holding.
HM Payson & Co first reported a position in Invesco S&P 500 Revenue ETF in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's Invesco S&P 500 Revenue ETF position peaked at $160K in Q3 2019.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.