MGWM
RWL icon

Marks Group Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Marks Group Wealth Management’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 		$290K Hold
2,520
– – 0.03% 295
2025
Q4 		$289K Hold
2,520
– – 0.03% 291
2025
Q3 		$279K Hold
2,520
– – 0.03% 266
2025
Q2 		$263K Hold
2,520
– – 0.02% 267
2025
Q1 		$250K Hold
2,520
– – 0.02% 282
2024
Q4 		$247K Hold
2,520
– – 0.02% 272
2024
Q3 		$247K Buy
+2,520
New +$239K 0.02% 275

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