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

Mutual 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	$402K	Hold	3,500	–	–	0.01%	990
2025 Q4	$401K	Hold	3,500	–	–	0.01%	978
2025 Q3	$392K	Buy	3,500 +1,325	+61%	+$141K	0.01%	963
2025 Q2	$230K	Hold	2,175	–	–	0.01%	1081
2025 Q1	$210K	Sell	2,175 -108	-5%	-$10.9K	0.01%	1018
2024 Q4	$230K	Buy	2,283 +1	+0%	+$100	0.01%	978
2024 Q3	$225K	Hold	2,282	–	–	0.01%	1010
2024 Q2	$217K	Buy	2,282 +1	+0%	+$92	0.01%	1008
2024 Q1	$214K	Buy	+2,281	New	+$202K	0.01%	1012
2019 Q3	–	Sell	-5,383	Closed	-$287K	–	593
2019 Q2	$287K	Sell	5,383 -495	-8%	-$25.9K	0.04%	452
2019 Q1	$303K	Buy	5,878 +11	+0.2%	+$556	0.04%	365
2018 Q4	$273K	Sell	5,867 -8,250	-58%	-$418K	0.05%	347
2018 Q3	$765K	Buy	14,117 +12	+0.1%	+$638	0.12%	212
2018 Q2	$716K	Buy	14,105 +11	+0.1%	+$560	0.16%	187
2018 Q1	$702K	Buy	+14,094	New	+$733K	0.18%	191

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors's RWL Position: Q1 2026 in Review

Mutual Advisors held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 3,500 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #990.

Mutual Advisors first reported a position in RWL in Q1 2018 and has held it in 15 quarters since. The position peaked at $765K in Q3 2018. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Mutual Advisors held 3,500 shares of Invesco S&P 500 Revenue ETF worth $402K as of Q1 2026.
Mutual Advisors left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P 500 Revenue ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #990 holding.
Mutual Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2018 and has held it in 15 quarters since.
Mutual Advisors's Invesco S&P 500 Revenue ETF position peaked at $765K in Q3 2018.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.