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Orion Portfolio Solutions’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$428K Buy
4,311
+1,744
+68% +$176K ﹤0.01% 1482
2024
Q4 		$251K Sell
2,567
-892
-26% -$89.4K ﹤0.01% 1642
2024
Q3 		$339K Buy
+3,459
New +$329K ﹤0.01% 1484

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Orion Portfolio Solutions's RWL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Invesco S&P 500 Revenue ETF (RWL) stake by 68% in Q1 2025, buying an estimated $176K and bringing the position to 4,311 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Orion Portfolio Solutions first reported a position in RWL in Q3 2024 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

  • Orion Portfolio Solutions held 4,311 shares of Invesco S&P 500 Revenue ETF worth $428K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,744 Invesco S&P 500 Revenue ETF shares in Q1 2025, an estimated $176K.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1482 holding.
  • Orion Portfolio Solutions first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.