KLI
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Kelman-Lazarov Inc’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Kelman-Lazarov Inc’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 		$3.74M Sell
32,518
-136
-0.4% -$16K 0.54% 29
2025
Q4 		$3.74M Sell
32,654
-456
-1% -$51.4K 0.53% 29
2025
Q3 		$3.66M Sell
33,110
-13
-0% -$1.39K 0.54% 28
2025
Q2 		$3.45M Sell
33,123
-537
-2% -$53.1K 0.56% 28
2025
Q1 		$3.34M Buy
33,660
+1
+0% +$101 0.61% 27
2024
Q4 		$3.3M Buy
33,659
+412
+1% +$41.3K 0.59% 28
2024
Q3 		$3.26M Sell
33,247
-292
-0.9% -$27.7K 0.56% 29
2024
Q2 		$3.11M Sell
33,539
-962
-3% -$88.3K 0.58% 28
2024
Q1 		$3.23M Sell
34,501
-53
-0.2% -$4.69K 0.63% 29
2023
Q4 		$2.95M Sell
34,554
-1,381
-4% -$111K 0.64% 29
2023
Q3 		$2.81M Sell
35,935
-568
-2% -$45.8K 0.66% 24
2023
Q2 		$2.92M Sell
36,503
-430
-1% -$33K 0.7% 24
2023
Q1 		$2.81M Buy
36,933
+349
+1% +$26.5K 0.73% 20
2022
Q4 		$2.71M Sell
36,584
-394
-1% -$29.1K 0.76% 20
2022
Q3 		$2.48M Buy
36,978
+1,000
+3% +$73.5K 0.84% 16
2022
Q2 		$2.51M Sell
35,978
-3,180
-8% -$241K 0.85% 16
2022
Q1 		$3.16M Sell
39,158
-544
-1% -$42.9K 1.05% 12
2021
Q4 		$3.17M Sell
39,702
-93
-0.2% -$7.17K 1.02% 13
2021
Q3 		$2.9M Sell
39,795
-66
-0.2% -$4.92K 1.01% 13
2021
Q2 		$2.94M Sell
39,861
-10,413
-21% -$760K 1.03% 13
2021
Q1 		$3.5M Sell
50,274
-1,229
-2% -$81.1K 1.25% 13
2020
Q4 		$3.21M Sell
51,503
-2,301
-4% -$135K 1.23% 13
2020
Q3 		$2.9M Sell
53,804
-2,238
-4% -$121K 1.32% 12
2020
Q2 		$2.87M Sell
56,042
-3,711
-6% -$183K 1.33% 13
2020
Q1 		$2.62M Buy
59,753
+8,847
+17% +$475K 1.41% 13
2019
Q4 		$2.97M Sell
50,906
-17,294
-25% -$972K 1.34% 15
2019
Q3 		$3.68M Sell
68,200
-1,884
-3% -$101K 1.81% 12
2019
Q2 		$3.74M Sell
70,084
-7,255
-9% -$380K 1.92% 11
2019
Q1 		$3.99M Sell
77,339
-5,724
-7% -$289K 2.1% 12
2018
Q4 		$3.87M Sell
83,063
-11,952
-13% -$606K 2.41% 12
2018
Q3 		$5.15M Sell
95,015
-8,759
-8% -$466K 3.01% 7
2018
Q2 		$5.27M Sell
103,774
-8,695
-8% -$443K 2.83% 8
2018
Q1 		$5.6M Sell
112,469
-2,431
-2% -$126K 3.01% 7
2017
Q4 		$5.9M Sell
114,900
-1,106
-1% -$54.6K 3.01% 7
2017
Q3 		$5.56M Buy
116,006
+8,501
+8% +$398K 2.94% 7
2017
Q2 		$5M Sell
107,505
-7,104
-6% -$326K 2.74% 8
2017
Q1 		$5.21M Sell
114,609
-662
-0.6% -$29.8K 3.36% 4
2016
Q4 		$5.01M Buy
115,271
+2,670
+2% +$113K 2.83% 5
2016
Q3 		$4.64M Sell
112,601
-3,850
-3% -$161K 2.63% 7
2016
Q2 		$4.76M Sell
116,451
-1,530
-1% -$61.6K 2.72% 5
2016
Q1 		$4.77M Buy
+117,981
New +$4.47M 2.79% 3

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kelman-Lazarov Inc's RWL Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.42% in Q1 2026, selling an estimated $16K and leaving 32,518 shares worth $3.74M. The position accounts for 0.54% of the portfolio, ranked #29.

Kelman-Lazarov Inc first reported a position in RWL in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.9M in Q4 2017. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Kelman-Lazarov Inc held 32,518 shares of Invesco S&P 500 Revenue ETF worth $3.74M as of Q1 2026.
  • Kelman-Lazarov Inc sold 136 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $16K.
  • Invesco S&P 500 Revenue ETF made up 0.54% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #29 holding.
  • Kelman-Lazarov Inc first reported a position in Invesco S&P 500 Revenue ETF in Q1 2016 and has held it in 41 quarters since.
  • Kelman-Lazarov Inc's Invesco S&P 500 Revenue ETF position peaked at $5.9M in Q4 2017.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.