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Petix & Botte Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Petix & Botte 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 		$11.8M Sell
51,488
-40,680
-44% -$4.8M 2.64% 13
2025
Q4 		$10.6M Buy
92,168
+14,358
+18% +$1.62M 2.39% 17
2025
Q3 		$8.61M Buy
77,810
+10,217
+15% +$1.09M 1.99% 19
2025
Q2 		$7.05M Buy
67,593
+8,515
+14% +$843K 1.73% 23
2025
Q1 		$5.87M Buy
59,078
+16,358
+38% +$1.65M 1.55% 25
2024
Q4 		$4.18M Buy
+42,720
New +$4.28M 1.1% 29

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

Petix & Botte Financial's RWL Position: Q1 2026 in Review

Petix & Botte Financial reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 44% in Q1 2026, selling an estimated $4.8M and leaving 51,488 shares worth $11.8M. The position accounts for 2.64% of the portfolio, ranked #13.

Petix & Botte Financial first reported a position in RWL in Q4 2024 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Petix & Botte Financial held 51,488 shares of Invesco S&P 500 Revenue ETF worth $11.8M as of Q1 2026.
  • Petix & Botte Financial sold 40,680 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $4.8M.
  • Invesco S&P 500 Revenue ETF made up 2.64% of Petix & Botte Financial's portfolio in Q1 2026, its #13 holding.
  • Petix & Botte Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.