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RWL icon

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

NewEdge 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 		$14.7M Buy
128,084
+91,854
+254% +$10.8M 0.05% 343
2025
Q4 		$4.15M Buy
36,230
+18,482
+104% +$2.08M 0.02% 737
2025
Q3 		$1.96M Buy
17,748
+240
+1% +$25.6K 0.01% 1024
2025
Q2 		$1.83M Sell
17,508
-3,746
-18% -$371K 0.01% 981
2025
Q1 		$2.11M Buy
21,254
+4,326
+26% +$437K 0.01% 841
2024
Q4 		$1.66M Sell
16,928
-319
-2% -$32K 0.01% 911
2024
Q3 		$1.69M Sell
17,247
-1,109
-6% -$105K 0.01% 866
2024
Q2 		$1.7M Buy
18,356
+5,657
+45% +$519K 0.01% 829
2024
Q1 		$1.19M Sell
12,699
-3,287
-21% -$291K 0.01% 919
2023
Q4 		$1.37M Sell
15,986
-199
-1% -$16K 0.01% 811
2023
Q3 		$1.26M Buy
16,185
+3,972
+33% +$320K 0.01% 763
2023
Q2 		$977K Sell
12,213
-3,147
-20% -$241K 0.01% 881
2023
Q1 		$1.16M Buy
15,360
+664
+5% +$50.5K 0.01% 730
2022
Q4 		$1.06M Buy
14,696
+2,739
+23% +$203K 0.03% 489
2022
Q3 		$802K Sell
11,957
-300
-2% -$22.1K 0.01% 740
2022
Q2 		$856K Buy
12,257
+39
+0.3% +$2.95K 0.01% 737
2022
Q1 		$986K Sell
12,218
-615
-5% -$48.5K 0.02% 645
2021
Q4 		$1.03M Buy
12,833
+1,381
+12% +$107K 0.02% 716
2021
Q3 		$833K Sell
11,452
-72
-0.6% -$5.36K 0.02% 580
2021
Q2 		$849K Buy
11,524
+37
+0.3% +$2.7K 0.02% 550
2021
Q1 		$798K Sell
11,487
-108
-0.9% -$7.13K 0.02% 521
2020
Q4 		$722K Buy
11,595
+86
+0.7% +$5.06K 0.02% 497
2020
Q3 		$621K Buy
11,509
+843
+8% +$45.5K 0.02% 507
2020
Q2 		$545K Buy
+10,666
New +$525K 0.02% 512

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

NewEdge Advisors's RWL Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 254% in Q1 2026, buying an estimated $10.8M and bringing the position to 128,084 shares worth $14.7M. The position accounts for 0.05% of the portfolio, ranked #343.

NewEdge Advisors first reported a position in RWL in Q2 2020 and has held it in 24 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • NewEdge Advisors held 128,084 shares of Invesco S&P 500 Revenue ETF worth $14.7M as of Q1 2026.
  • NewEdge Advisors bought 91,854 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $10.8M.
  • Invesco S&P 500 Revenue ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #343 holding.
  • NewEdge Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2020 and has held it in 24 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.