IFG Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

IFG Advisory’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	–	Sell	-1,861	Closed	-$213K	–	765
2025 Q4	$213K	Buy	1,861 +7	+0.4%	+$789	0.01%	720
2025 Q3	$205K	Buy	+1,854	New	+$198K	0.01%	747
2018 Q4	–	Sell	-22,845	Closed	-$1.26M	–	364
2018 Q3	$1.26M	Buy	22,845 +1,813	+9%	+$96.4K	0.24%	101
2018 Q2	$1.12M	Buy	21,032 +9,172	+77%	+$467K	0.23%	100
2018 Q1	$662K	Buy	+11,860	New	+$617K	0.15%	143

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

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 New York $544B AUM 28.31% 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

IFG Advisory's RWL Position: Q1 2026 in Review

IFG Advisory sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2026, closing a stake of 1,861 shares — an estimated $213K sold.

IFG Advisory first reported a position in RWL in Q1 2018 and held it in 5 quarters. The position peaked at $1.26M in Q3 2018. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

IFG Advisory reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 1,861 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $213K.
IFG Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q1 2018 and held it in 5 quarters.
IFG Advisory's Invesco S&P 500 Revenue ETF position peaked at $1.26M in Q3 2018.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.