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 Q3	$947K	Hold	7,362	–	–	0.04%	123
2026 Q2	$941K	Hold	7,362	–	–	0.04%	125
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Obermeyer Wealth Partners's RWL Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2026 at 7,362 shares worth $947K. The position accounts for 0.04% of the portfolio, ranked #123.

Obermeyer Wealth Partners first reported a position in RWL in Q2 2024 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Obermeyer Wealth Partners held 7,362 shares of Invesco S&P 500 Revenue ETF worth $947K as of Q3 2026.
Obermeyer Wealth Partners left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2026.
Invesco S&P 500 Revenue ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #123 holding.
Obermeyer Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 10 quarters since.
215 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.