Obermeyer Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Obermeyer Wealth Partners’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	$846K	Hold	7,362	–	–	0.04%	127
2025 Q4	$843K	Hold	7,362	–	–	0.04%	128
2025 Q3	$815K	Hold	7,362	–	–	0.04%	130
2025 Q2	$768K	Hold	7,362	–	–	0.04%	126
2025 Q1	$731K	Sell	7,362 -148	-2%	-$15K	0.04%	120
2024 Q4	$735K	Buy	7,510 +148	+2%	+$14.8K	0.04%	118
2024 Q3	$722K	Hold	7,362	–	–	0.04%	123
2024 Q2	$682K	Buy	+7,362	New	+$676K	0.04%	122

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

Obermeyer Wealth Partners's RWL Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 7,362 shares worth $846K. The position accounts for 0.04% of the portfolio, ranked #127.

Obermeyer Wealth Partners first reported a position in RWL in Q2 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Obermeyer Wealth Partners held 7,362 shares of Invesco S&P 500 Revenue ETF worth $846K as of Q1 2026.
Obermeyer Wealth Partners left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P 500 Revenue ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #127 holding.
Obermeyer Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 8 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.