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Retirement Financial Solutions’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Retirement Financial Solutions’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 		$5.84M Buy
50,787
+36
+0.1% +$4.25K 1.67% 22
2025
Q4 		$5.81M Buy
50,751
+3,416
+7% +$385K 1.7% 18
2025
Q3 		$5.24M Buy
47,335
+6,614
+16% +$705K 1.64% 20
2025
Q2 		$4.25M Buy
40,721
+8,497
+26% +$841K 1.5% 22
2025
Q1 		$3.2M Buy
+32,224
New +$3.26M 1.25% 20

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

Retirement Financial Solutions's RWL Position: Q1 2026 in Review

Retirement Financial Solutions increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.07% in Q1 2026, buying an estimated $4.25K and bringing the position to 50,787 shares worth $5.84M. The position accounts for 1.67% of the portfolio, ranked #22.

Retirement Financial Solutions first reported a position in RWL in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Retirement Financial Solutions held 50,787 shares of Invesco S&P 500 Revenue ETF worth $5.84M as of Q1 2026.
  • Retirement Financial Solutions bought 36 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $4.25K.
  • Invesco S&P 500 Revenue ETF made up 1.67% of Retirement Financial Solutions's portfolio in Q1 2026, its #22 holding.
  • Retirement Financial Solutions first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.