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Perennial Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Perennial Investment Advisors’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 		$4.84M Sell
42,125
-217
-0.5% -$25.6K 0.39% 54
2025
Q4 		$4.85M Buy
42,342
+704
+2% +$79.3K 0.38% 56
2025
Q3 		$4.61M Buy
41,638
+333
+0.8% +$35.5K 0.38% 52
2025
Q2 		$4.31M Buy
41,305
+338
+0.8% +$33.4K 0.42% 50
2025
Q1 		$4.07M Sell
40,967
-64
-0.2% -$6.47K 0.46% 42
2024
Q4 		$4.02M Buy
41,031
+265
+0.7% +$26.6K 0.47% 46
2024
Q3 		$4M Buy
40,766
+1,174
+3% +$112K 0.52% 40
2024
Q2 		$3.67M Buy
39,592
+189
+0.5% +$17.4K 0.52% 41
2024
Q1 		$3.69M Buy
39,403
+9,627
+32% +$851K 0.56% 40
2023
Q4 		$2.54M Sell
29,776
-23,869
-44% -$1.91M 0.42% 52
2023
Q3 		$4.19M Buy
53,645
+3,027
+6% +$244K 0.76% 31
2023
Q2 		$4.05M Buy
50,618
+6,707
+15% +$515K 0.71% 33
2023
Q1 		$3.34M Buy
+43,911
New +$3.34M 0.62% 39

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

Perennial Investment Advisors's RWL Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.51% in Q1 2026, selling an estimated $25.6K and leaving 42,125 shares worth $4.84M. The position accounts for 0.39% of the portfolio, ranked #54.

Perennial Investment Advisors first reported a position in RWL in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.85M in Q4 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Perennial Investment Advisors held 42,125 shares of Invesco S&P 500 Revenue ETF worth $4.84M as of Q1 2026.
  • Perennial Investment Advisors sold 217 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $25.6K.
  • Invesco S&P 500 Revenue ETF made up 0.39% of Perennial Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • Perennial Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2023 and has held it in 13 quarters since.
  • Perennial Investment Advisors's Invesco S&P 500 Revenue ETF position peaked at $4.85M in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.