MA
RWL icon

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

MONECO 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
2026
Q1 		$10.7M Buy
93,169
+9,410
+11% +$1.11M 0.83% 21
2025
Q4 		$9.59M Buy
83,759
+4,317
+5% +$486K 0.76% 25
2025
Q3 		$8.79M Buy
79,442
+2,855
+4% +$304K 0.73% 28
2025
Q2 		$7.99M Sell
76,587
-269
-0.4% -$26.6K 0.74% 28
2025
Q1 		$7.63M Buy
76,856
+482
+0.6% +$48.7K 0.79% 28
2024
Q4 		$7.48M Buy
76,374
+4,385
+6% +$439K 0.79% 29
2024
Q3 		$7.06M Buy
71,989
+953
+1% +$90.6K 0.88% 29
2024
Q2 		$6.58M Buy
71,036
+8,465
+14% +$777K 0.97% 21
2024
Q1 		$5.86M Buy
62,571
+8,410
+16% +$744K 0.93% 20
2023
Q4 		$4.62M Buy
54,161
+2,458
+5% +$197K 0.88% 22
2023
Q3 		$4.04M Buy
51,703
+46,931
+983% +$3.78M 1.1% 17
2023
Q2 		$382K Hold
4,772
– – 0.1% 211
2023
Q1 		$363K Hold
4,772
– – 0.11% 215
2022
Q4 		$353K Hold
4,772
– – 0.13% 177
2022
Q3 		$320K Hold
4,772
– – 0.13% 173
2022
Q2 		$333K Hold
4,772
– – 0.13% 165
2022
Q1 		$385K Hold
4,772
– – 0.14% 146
2021
Q4 		$377K Hold
4,772
– – 0.14% 152
2021
Q3 		$347K Hold
4,772
– – 0.14% 159
2021
Q2 		$352K Hold
4,772
– – 0.16% 141
2021
Q1 		$332K Buy
4,772
+16
+0.3% +$1.06K 0.16% 140
2020
Q4 		$307K Buy
4,756
+17
+0.4% +$999 0.17% 128
2020
Q3 		$256K Buy
4,739
+19
+0.4% +$1.03K 0.16% 123
2020
Q2 		$241K Buy
4,720
+19
+0.4% +$935 0.19% 115
2020
Q1 		$206K Buy
4,701
+26
+0.6% +$1.4K 0.21% 108
2019
Q4 		$278K Buy
4,675
+21
+0.5% +$1.18K 0.2% 113
2019
Q3 		$251K Buy
4,654
+20
+0.4% +$1.07K 0.2% 109
2019
Q2 		$247K Sell
4,634
-171
-4% -$8.95K 0.2% 103
2019
Q1 		$248K Buy
4,805
+17
+0.4% +$859 0.2% 107
2018
Q4 		$223K Buy
+4,788
New +$243K 0.26% 87

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

MONECO Advisors's RWL Position: Q1 2026 in Review

MONECO Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 11% in Q1 2026, buying an estimated $1.11M and bringing the position to 93,169 shares worth $10.7M. The position accounts for 0.83% of the portfolio, ranked #21.

MONECO Advisors first reported a position in RWL in Q4 2018 and has held it in 30 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • MONECO Advisors held 93,169 shares of Invesco S&P 500 Revenue ETF worth $10.7M as of Q1 2026.
  • MONECO Advisors bought 9,410 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $1.11M.
  • Invesco S&P 500 Revenue ETF made up 0.83% of MONECO Advisors's portfolio in Q1 2026, its #21 holding.
  • MONECO Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2018 and has held it in 30 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.