Lindbrook Capital’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Lindbrook Capital’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
2025 Q1	$124K	Hold	1,250	–	–	0.01%	582
2024 Q4	$122K	Hold	1,250	–	–	0.01%	500
2024 Q3	$123K	Hold	1,250	–	–	0.01%	503
2024 Q2	$116K	Hold	1,250	–	–	0.01%	487
2024 Q1	$117K	Hold	1,250	–	–	0.01%	490
2023 Q4	$107K	Hold	1,250	–	–	0.01%	506
2023 Q3	$97.7K	Hold	1,250	–	–	0.01%	478
2023 Q2	$100K	Hold	1,250	–	–	0.01%	484
2023 Q1	$95.1K	Hold	1,250	–	–	0.01%	492
2022 Q4	$92.4K	Hold	1,250	–	–	0.01%	512
2022 Q3	$84K	Hold	1,250	–	–	0.01%	493
2022 Q2	$87K	Hold	1,250	–	–	0.01%	474
2022 Q1	$101K	Hold	1,250	–	–	0.02%	463
2021 Q4	$100K	Buy	+1,250	New	+$96.4K	0.02%	492

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lindbrook Capital's RWL Position: Q1 2025 in Review

Lindbrook Capital held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2025 at 1,250 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #582.

Lindbrook Capital first reported a position in RWL in Q4 2021 and has held it in 14 quarters since. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

Lindbrook Capital held 1,250 shares of Invesco S&P 500 Revenue ETF worth $124K as of Q1 2025.
Lindbrook Capital left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2025.
Invesco S&P 500 Revenue ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #582 holding.
Lindbrook Capital first reported a position in Invesco S&P 500 Revenue ETF in Q4 2021 and has held it in 14 quarters since.
253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.