Lowe Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Lowe Wealth Advisors’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 Q3	$22.1K	Sell	200 -100	-33%	-$10.7K	0.01%	196
2025 Q2	$31.3K	Hold	300	–	–	0.01%	167
2025 Q1	$29.8K	Sell	300 -200	-40%	-$20.2K	0.01%	167
2024 Q4	$49K	Hold	500	–	–	0.02%	134
2024 Q3	$49K	Hold	500	–	–	0.02%	130
2024 Q2	$46.3K	Hold	500	–	–	0.02%	130
2024 Q1	$46.9K	Hold	500	–	–	0.02%	118
2023 Q4	$42.7K	Sell	500 -459	-48%	-$36.8K	0.02%	125
2023 Q3	$74.9K	Hold	959	–	–	0.04%	82
2023 Q2	$76.7K	Buy	+959	New	+$73.6K	0.04%	92

Other funds holding RWL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $1.34B AUM 18.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lowe Wealth Advisors's RWL Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 33% in Q3 2025, selling an estimated $10.7K and leaving 200 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #196.

Lowe Wealth Advisors first reported a position in RWL in Q2 2023 and has held it in 10 quarters since. The position peaked at $76.7K in Q2 2023. 289 funds tracked by Wall St. Rank hold RWL as of Q3 2025.

Lowe Wealth Advisors held 200 shares of Invesco S&P 500 Revenue ETF worth $22.1K as of Q3 2025.
Lowe Wealth Advisors sold 100 Invesco S&P 500 Revenue ETF shares in Q3 2025, an estimated $10.7K.
Invesco S&P 500 Revenue ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #196 holding.
Lowe Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and has held it in 10 quarters since.
Lowe Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $76.7K in Q2 2023.
289 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.