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Oxford Wealth Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Oxford Wealth Group’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 		$5.33M Sell
46,355
-7,192
-13% -$848K 2.91% 9
2025
Q4 		$6.13M Buy
+53,547
New +$6.03M 2.98% 8

Other funds holding RWL

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

Oxford Wealth Group's RWL Position: Q1 2026 in Review

Oxford Wealth Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 13% in Q1 2026, selling an estimated $848K and leaving 46,355 shares worth $5.33M. The position accounts for 2.91% of the portfolio, ranked #9.

Oxford Wealth Group first reported a position in RWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.13M in Q4 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Oxford Wealth Group held 46,355 shares of Invesco S&P 500 Revenue ETF worth $5.33M as of Q1 2026.
  • Oxford Wealth Group sold 7,192 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $848K.
  • Invesco S&P 500 Revenue ETF made up 2.91% of Oxford Wealth Group's portfolio in Q1 2026, its #9 holding.
  • Oxford Wealth Group first reported a position in Invesco S&P 500 Revenue ETF in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Invesco S&P 500 Revenue ETF position peaked at $6.13M in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.