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MPWM Advisory Solutions’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

MPWM Advisory Solutions’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 		– Sell
-411
Closed -$47.1K – 597
2025
Q4 		$47.1K Buy
411
+1
+0.2% +$113 0.03% 185
2025
Q3 		$45.4K Buy
410
+2
+0.5% +$213 0.03% 175
2025
Q2 		$42.6K Buy
408
+1
+0.2% +$99 0.03% 176
2025
Q1 		$40.4K Buy
407
+2
+0.5% +$202 0.03% 166
2024
Q4 		$39.7K Buy
+405
New +$40.6K 0.03% 172

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

MPWM Advisory Solutions's RWL Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2026, closing a stake of 411 shares — an estimated $47.1K sold.

MPWM Advisory Solutions first reported a position in RWL in Q4 2024 and held it in 5 quarters. The position peaked at $47.1K in Q4 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • MPWM Advisory Solutions reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 411 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $47.1K.
  • MPWM Advisory Solutions first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and held it in 5 quarters.
  • MPWM Advisory Solutions's Invesco S&P 500 Revenue ETF position peaked at $47.1K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.