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Legacy Wealth Management (Idaho)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Legacy Wealth Management (Idaho)’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
-70
Closed -$8.02K – 1058
2025
Q4 		$8.02K Sell
70
-65
-48% -$7.32K ﹤0.01% 460
2025
Q3 		$14.9K Buy
+135
New +$14.4K 0.01% 300

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 Wealth Management (Idaho)'s RWL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2026, closing a stake of 70 shares — an estimated $8.02K sold.

Legacy Wealth Management (Idaho) first reported a position in RWL in Q3 2025 and held it in 2 quarters. The position peaked at $14.9K in Q3 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 70 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $8.02K.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Invesco S&P 500 Revenue ETF position peaked at $14.9K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.