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

Scarborough 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
2026
Q1 		$30.4M Buy
264,701
+23,252
+10% +$2.74M 3.33% 5
2025
Q4 		$27.6M Buy
241,449
+3,521
+1% +$397K 4.67% 7
2025
Q3 		$26.3M Buy
+237,928
New +$25.4M 4.64% 7

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

Scarborough Advisors's RWL Position: Q1 2026 in Review

Scarborough Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 9.6% in Q1 2026, buying an estimated $2.74M and bringing the position to 264,701 shares worth $30.4M. The position accounts for 3.33% of the portfolio, ranked #5.

Scarborough Advisors first reported a position in RWL in Q3 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Scarborough Advisors held 264,701 shares of Invesco S&P 500 Revenue ETF worth $30.4M as of Q1 2026.
  • Scarborough Advisors bought 23,252 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $2.74M.
  • Invesco S&P 500 Revenue ETF made up 3.33% of Scarborough Advisors's portfolio in Q1 2026, its #5 holding.
  • Scarborough Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.