P
RWL icon

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

&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
Q1 		$1.96M Sell
17,086
-1,149
-6% -$136K 0.01% 916
2025
Q4 		$2.09M Sell
18,235
-3,634
-17% -$409K 0.01% 835
2025
Q3 		$2.42M Sell
21,869
-490
-2% -$52.3K 0.02% 680
2025
Q2 		$2.33M Buy
22,359
+383
+2% +$37.9K 0.02% 607
2025
Q1 		$2.15M Sell
21,976
-236
-1% -$23.8K 0.02% 514
2024
Q4 		$2.2M Buy
22,212
+8,648
+64% +$867K 0.03% 472
2024
Q3 		$1.33M Buy
+13,564
New +$1.29M 0.03% 463

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 $11.8B AUM 9.48% 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