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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$768K Hold
7,362
0.04% 126
2025
Q1
$731K Sell
7,362
-148
-2% -$14.7K 0.04% 120
2024
Q4
$735K Buy
7,510
+148
+2% +$14.5K 0.04% 118
2024
Q3
$722K Hold
7,362
0.04% 123
2024
Q2
$682K Buy
+7,362
New +$682K 0.04% 122