Raleigh Capital Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Raleigh Capital Management’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
2025 Q1	–	Sell	-903	Closed	-$88.4K	–	947
2024 Q4	$88.4K	Buy	903 +3	+0.3%	+$301	0.03%	264
2024 Q3	$88.3K	Buy	900 +3	+0.3%	+$285	0.03%	265
2024 Q2	$83K	Buy	897 +4	+0.4%	+$367	0.04%	260
2024 Q1	$83.7K	Buy	893 +3	+0.3%	+$265	0.04%	252
2023 Q4	$76K	Buy	890 +4	+0.5%	+$321	0.04%	240
2023 Q3	$69.2K	Buy	886 +4	+0.5%	+$323	0.04%	225
2023 Q2	$70.6K	Buy	882 +3	+0.3%	+$230	0.04%	222
2023 Q1	$66.9K	Buy	879 +4	+0.5%	+$304	0.03%	232
2022 Q4	$64.7K	Buy	875 +4	+0.5%	+$296	0.03%	230
2022 Q3	$58K	Buy	871 +3	+0.3%	+$221	0.03%	229
2022 Q2	$61K	Buy	+868	New	+$65.7K	0.03%	238

Other funds holding RWL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return