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Root Financial Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Root Financial Partners’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 		$57.4K Hold
499
– – ﹤0.01% 818
2025
Q4 		$57.2K Sell
499
-61
-11% -$6.87K ﹤0.01% 657
2025
Q3 		$62K Buy
+560
New +$59.7K ﹤0.01% 596

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

Root Financial Partners's RWL Position: Q1 2026 in Review

Root Financial Partners held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 499 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Root Financial Partners first reported a position in RWL in Q3 2025 and has held it in 3 quarters since. The position peaked at $62K in Q3 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Root Financial Partners held 499 shares of Invesco S&P 500 Revenue ETF worth $57.4K as of Q1 2026.
  • Root Financial Partners left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #818 holding.
  • Root Financial Partners first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco S&P 500 Revenue ETF position peaked at $62K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.