Silvercrest Asset Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Silvercrest Asset 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
2026 Q2	$389K	Hold	3,047	–	–	﹤0.01%	733
2026 Q1	$350K	Hold	3,047	–	–	﹤0.01%	743
2025 Q4	$349K	Hold	3,047	–	–	﹤0.01%	767
2025 Q3	$337K	Hold	3,047	–	–	﹤0.01%	744
2025 Q2	$318K	Hold	3,047	–	–	﹤0.01%	759
2025 Q1	$303K	Buy	3,047 +1,000	+49%	+$101K	﹤0.01%	765
2024 Q4	$200K	Hold	2,047	–	–	﹤0.01%	809
2024 Q3	$201K	Buy	+2,047	New	+$195K	﹤0.01%	785

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

FFW

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Silvercrest Asset Management's RWL Position: Q2 2026 in Review

Silvercrest Asset Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q2 2026 at 3,047 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Silvercrest Asset Management first reported a position in RWL in Q3 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Silvercrest Asset Management held 3,047 shares of Invesco S&P 500 Revenue ETF worth $389K as of Q2 2026.
Silvercrest Asset Management left its Invesco S&P 500 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #733 holding.
Silvercrest Asset Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.