Mariner
RWL icon

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

Mariner’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 		$22.5M Sell
196,050
-6,905
-3% -$815K 0.03% 434
2025
Q4 		$23.2M Buy
202,955
+2,376
+1% +$268K 0.03% 413
2025
Q3 		$22.2M Buy
200,579
+2,591
+1% +$276K 0.03% 394
2025
Q2 		$20.6M Buy
197,988
+5,260
+3% +$521K 0.03% 401
2025
Q1 		$19.1M Buy
192,728
+2,289
+1% +$231K 0.03% 386
2024
Q4 		$18.6M Buy
190,439
+9,423
+5% +$944K 0.03% 384
2024
Q3 		$17.8M Buy
181,016
+6,187
+4% +$588K 0.03% 385
2024
Q2 		$16.2M Sell
174,829
-38,202
-18% -$3.51M 0.03% 380
2024
Q1 		$20M Buy
213,031
+105,764
+99% +$9.35M 0.04% 329
2023
Q4 		$9.15M Buy
107,267
+26,492
+33% +$2.12M 0.02% 497
2023
Q3 		$6.31M Buy
80,775
+9,335
+13% +$753K 0.02% 570
2023
Q2 		$5.71M Sell
71,440
-28,714
-29% -$2.2M 0.02% 606
2023
Q1 		$7.62M Sell
100,154
-2,295
-2% -$175K 0.02% 512
2022
Q4 		$7.58M Buy
+102,449
New +$7.58M 0.02% 477

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