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

Larson Financial Group’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 		$3.45K Hold
30
– – ﹤0.01% 2771
2025
Q4 		$3.44K Hold
30
– – ﹤0.01% 2610
2025
Q3 		$3.32K Buy
+30
New +$3.2K ﹤0.01% 2511

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

Larson Financial Group's RWL Position: Q1 2026 in Review

Larson Financial Group held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 30 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Larson Financial Group first reported a position in RWL in Q3 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Larson Financial Group held 30 shares of Invesco S&P 500 Revenue ETF worth $3.45K as of Q1 2026.
  • Larson Financial Group left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2771 holding.
  • Larson Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.