Intrua Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Intrua Financial’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	$5.69M	Buy	49,521 +5,499	+12%	+$649K	0.59%	32
2025 Q4	$5.04M	Sell	44,022 -2,275	-5%	-$256K	0.53%	32
2025 Q3	$5.12M	Sell	46,297 -720	-2%	-$76.8K	0.56%	32
2025 Q2	$4.9M	Sell	47,017 -421	-0.9%	-$41.7K	0.66%	26
2025 Q1	$4.71M	Buy	47,438 +1,016	+2%	+$103K	0.69%	25
2024 Q4	$4.55M	Buy	+46,422	New	+$4.65M	0.7%	30

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

Intrua Financial's RWL Position: Q1 2026 in Review

Intrua Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 12% in Q1 2026, buying an estimated $649K and bringing the position to 49,521 shares worth $5.69M. The position accounts for 0.59% of the portfolio, ranked #32.

Intrua Financial first reported a position in RWL in Q4 2024 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Intrua Financial held 49,521 shares of Invesco S&P 500 Revenue ETF worth $5.69M as of Q1 2026.
Intrua Financial bought 5,499 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $649K.
Invesco S&P 500 Revenue ETF made up 0.59% of Intrua Financial's portfolio in Q1 2026, its #32 holding.
Intrua Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.