LCWP
RWL icon

Legacy Capital Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Legacy Capital Wealth Partners’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 		$8.36M Buy
78,707
+6,190
+9% +$730K 1.72% 7
2025
Q4 		$7.63M Sell
72,517
-2,830
-4% -$319K 1.64% 9
2025
Q3 		$7.71M Sell
75,347
-597
-0.8% -$63.7K 1.68% 10
2025
Q2 		$7.39M Sell
75,944
-4,426
-6% -$438K 1.68% 9
2025
Q1 		$7.47M Sell
80,370
-13,155
-14% -$1.33M 1.84% 9
2024
Q4 		$8.66M Sell
93,525
-20,890
-18% -$2.09M 2.14% 6
2024
Q3 		$10.8M Buy
114,415
+24,800
+28% +$2.36M 2.15% 8
2024
Q2 		$8.3M Buy
+89,615
New +$8.23M 2.11% 6
2024
Q1 		– Sell
-108,768
Closed -$9.28M – 291
2023
Q4 		$9.28M Sell
108,768
-9,543
-8% -$765K 2.63% 6
2023
Q3 		$9.24M Buy
118,311
+35,450
+43% +$2.86M 2.54% 7
2023
Q2 		$6.63M Sell
82,861
-53,954
-39% -$4.14M 5.51% 6
2023
Q1 		$10.4M Sell
136,815
-4,353
-3% -$331K 2.84% 8
2022
Q4 		$10.4M Buy
141,168
+1,407
+1% +$104K 4.99% 6
2022
Q3 		$9.38M Sell
139,761
-553
-0.4% -$40.7K 4.98% 6
2022
Q2 		$9.8M Sell
140,314
-599
-0.4% -$45.4K 4.93% 7
2022
Q1 		$11.4M Sell
140,913
-39,464
-22% -$3.12M 4.88% 7
2021
Q4 		$14.4M Sell
180,377
-2,336,300
-93% -$180M 5.93% 8
2021
Q3 		$13M Buy
2,516,677
+2,371,887
+1,638% +$177M 5.09% 8
2021
Q2 		$10.7M Buy
+144,790
New +$10.6M 5.75% 8

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

Legacy Capital Wealth Partners's RWL Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Invesco S&P 500 Revenue ETF (RWL) stake by 8.5% in Q1 2026, buying an estimated $730K and bringing the position to 78,707 shares worth $8.36M. The position accounts for 1.72% of the portfolio, ranked #7.

Legacy Capital Wealth Partners first reported a position in RWL in Q2 2021 and has held it in 19 quarters since. The position peaked at $14.4M in Q4 2021. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Legacy Capital Wealth Partners held 78,707 shares of Invesco S&P 500 Revenue ETF worth $8.36M as of Q1 2026.
  • Legacy Capital Wealth Partners bought 6,190 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $730K.
  • Invesco S&P 500 Revenue ETF made up 1.72% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • Legacy Capital Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2021 and has held it in 19 quarters since.
  • Legacy Capital Wealth Partners's Invesco S&P 500 Revenue ETF position peaked at $14.4M in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.