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

Rise 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
2025 Q4	–	Sell	-363	Closed	-$40.2K	–	1172
2025 Q3	$40.2K	Buy	363 +1	+0.3%	+$107	0.01%	304
2025 Q2	$37.8K	Buy	362 +1	+0.3%	+$99	0.02%	294
2025 Q1	$35.8K	Buy	361 +2	+0.6%	+$202	0.02%	285
2024 Q4	$35.2K	Buy	359 +1	+0.3%	+$100	0.02%	326
2024 Q3	$35.1K	Buy	358 +1	+0.3%	+$95	0.02%	338
2024 Q2	$33K	Buy	357 +2	+0.6%	+$184	0.02%	333
2024 Q1	$33.3K	Buy	355 +1	+0.3%	+$88	0.02%	338
2023 Q4	$30.2K	Buy	354 +1	+0.3%	+$80	0.02%	211
2023 Q3	$27.5K	Buy	353 +2	+0.6%	+$161	0.02%	197
2023 Q2	$28.1K	Buy	351 +1	+0.3%	+$77	0.02%	202
2023 Q1	$26.6K	Buy	350 +2	+0.6%	+$152	0.02%	217
2022 Q4	$25.7K	Buy	348 +1	+0.3%	+$74	0.02%	217
2022 Q3	$23K	Buy	347 +2	+0.6%	+$147	0.02%	227
2022 Q2	$24K	Buy	345 +1	+0.3%	+$76	0.02%	214
2022 Q1	$28K	Buy	344 +1	+0.3%	+$79	0.03%	212
2021 Q4	$27.4K	Buy	+343	New	+$26.5K	0.03%	208

Other funds holding RWL

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

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

FFW

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

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

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

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

Rise Advisors's RWL Position: Q4 2025 in Review

Rise Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 363 shares — an estimated $40.2K sold.

Rise Advisors first reported a position in RWL in Q4 2021 and held it in 16 quarters. The position peaked at $40.2K in Q3 2025. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

Rise Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 363 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $40.2K.
Rise Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's Invesco S&P 500 Revenue ETF position peaked at $40.2K in Q3 2025.
302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.