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

Newbridge Financial Services 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
2025
Q1 		– Sell
-220
Closed -$21.5K – 1141
2024
Q4 		$21.5K Hold
220
– – 0.01% 582
2024
Q3 		$21.6K Hold
220
– – 0.01% 353
2024
Q2 		$20.4K Hold
220
– – 0.01% 570
2024
Q1 		$20.6K Buy
+220
New +$19.4K 0.01% 586

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Newbridge Financial Services Group's RWL Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2025, closing a stake of 220 shares — an estimated $21.5K sold.

Newbridge Financial Services Group first reported a position in RWL in Q1 2024 and held it in 4 quarters. The position peaked at $21.6K in Q3 2024. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 220 Invesco S&P 500 Revenue ETF shares in Q1 2025, an estimated $21.5K.
  • Newbridge Financial Services Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2024 and held it in 4 quarters.
  • Newbridge Financial Services Group's Invesco S&P 500 Revenue ETF position peaked at $21.6K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.