Pacific Sun Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Pacific Sun Financial’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	$366K	Buy	3,182 +20	+0.6%	+$2.36K	0.18%	152
2025 Q4	$362K	Hold	3,162	–	–	0.17%	149
2025 Q3	$350K	Hold	3,162	–	–	0.17%	147
2025 Q2	$330K	Hold	3,162	–	–	0.17%	147
2025 Q1	$314K	Sell	3,162 -57	-2%	-$5.76K	0.18%	146
2024 Q4	$315K	Hold	3,219	–	–	0.17%	143
2024 Q3	$316K	Hold	3,219	–	–	0.17%	144
2024 Q2	$298K	Hold	3,219	–	–	0.18%	143
2024 Q1	$302K	Hold	3,219	–	–	0.18%	146
2023 Q4	$275K	Hold	3,219	–	–	0.17%	141
2023 Q3	$252K	Hold	3,219	–	–	0.17%	142
2023 Q2	$245K	Buy	+3,219	New	+$247K	0.16%	151
2022 Q4	$238K	Hold	3,219	–	–	0.17%	154
2022 Q3	$216K	Hold	3,219	–	–	0.15%	161
2022 Q2	$225K	Sell	3,219 -64	-2%	-$4.85K	0.15%	162
2022 Q1	$265K	Hold	3,283	–	–	0.15%	158
2021 Q4	$263K	Sell	3,283 -77	-2%	-$5.94K	0.14%	163
2021 Q3	$244K	Buy	+3,360	New	+$250K	0.14%	159
2020 Q3	$211K	Sell	3,917 -77	-2%	-$4.16K	0.18%	143
2020 Q2	$204K	Buy	+3,994	New	+$196K	0.18%	138
2020 Q1	–	Sell	-3,487	Closed	-$203K	–	136
2019 Q4	$203K	Buy	+3,487	New	+$196K	0.18%	140

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

Pacific Sun Financial's RWL Position: Q1 2026 in Review

Pacific Sun Financial increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.63% in Q1 2026, buying an estimated $2.36K and bringing the position to 3,182 shares worth $366K. The position accounts for 0.18% of the portfolio, ranked #152.

Pacific Sun Financial first reported a position in RWL in Q4 2019 and has held it in 21 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Pacific Sun Financial held 3,182 shares of Invesco S&P 500 Revenue ETF worth $366K as of Q1 2026.
Pacific Sun Financial bought 20 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $2.36K.
Invesco S&P 500 Revenue ETF made up 0.18% of Pacific Sun Financial's portfolio in Q1 2026, its #152 holding.
Pacific Sun Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and has held it in 21 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.