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 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 $1.02T 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

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 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

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

Silvercrest Asset Management's RWL Position: Q1 2026 in Review

Silvercrest Asset Management held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 3,047 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Silvercrest Asset Management first reported a position in RWL in Q3 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Silvercrest Asset Management held 3,047 shares of Invesco S&P 500 Revenue ETF worth $350K as of Q1 2026.
Silvercrest Asset Management 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 Silvercrest Asset Management's portfolio in Q1 2026, its #743 holding.
Silvercrest Asset Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 7 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.