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

OakTrust Wealth 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 		– Sell
-1,924
Closed -$220K – 72
2025
Q4 		$220K Buy
+1,924
New +$217K 0.2% 64

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OakTrust Wealth Advisors's RWL Position: Q1 2026 in Review

OakTrust Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2026, closing a stake of 1,924 shares — an estimated $220K sold.

OakTrust Wealth Advisors first reported a position in RWL in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • OakTrust Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2026 after selling out during the quarter.
  • OakTrust Wealth Advisors sold 1,924 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $220K.
  • OakTrust Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2025 and held it in 1 quarter.
  • OakTrust Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $220K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.