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 $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raleigh Capital Management's RWL Position: Q1 2025 in Review

Raleigh Capital Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2025, closing a stake of 903 shares — an estimated $88.4K sold.

Raleigh Capital Management first reported a position in RWL in Q2 2022 and held it in 11 quarters. The position peaked at $88.4K in Q4 2024. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

Raleigh Capital Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 903 Invesco S&P 500 Revenue ETF shares in Q1 2025, an estimated $88.4K.
Raleigh Capital Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and held it in 11 quarters.
Raleigh Capital Management's Invesco S&P 500 Revenue ETF position peaked at $88.4K in Q4 2024.
253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.