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Marmo Financial Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Marmo Financial Group’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 		$210K Sell
1,828
-40
-2% -$4.72K 0.1% 37
2025
Q4 		$214K Buy
1,868
+1
+0.1% +$113 0.1% 36
2025
Q3 		$207K Buy
+1,867
New +$199K 0.1% 31

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

Marmo Financial Group's RWL Position: Q1 2026 in Review

Marmo Financial Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 2.1% in Q1 2026, selling an estimated $4.72K and leaving 1,828 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #37.

Marmo Financial Group first reported a position in RWL in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Marmo Financial Group held 1,828 shares of Invesco S&P 500 Revenue ETF worth $210K as of Q1 2026.
  • Marmo Financial Group sold 40 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $4.72K.
  • Invesco S&P 500 Revenue ETF made up 0.1% of Marmo Financial Group's portfolio in Q1 2026, its #37 holding.
  • Marmo Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 3 quarters since.
  • Marmo Financial Group's Invesco S&P 500 Revenue ETF position peaked at $214K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.