SW
RWL icon

Simplicity Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Simplicity Wealth’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 		$2.62M Buy
22,778
+3,070
+16% +$362K 0.15% 144
2025
Q4 		$2.26M Sell
19,708
-215
-1% -$24.2K 0.13% 166
2025
Q3 		$2.2M Sell
19,923
-28,188
-59% -$3.01M 0.13% 174
2025
Q2 		$5.02M Buy
48,111
+30,245
+169% +$2.99M 0.21% 111
2025
Q1 		$1.77M Buy
17,866
+3,213
+22% +$325K 0.14% 167
2024
Q4 		$1.43M Sell
14,653
-3,849
-21% -$386K 0.3% 61
2024
Q3 		$1.81M Sell
18,502
-390
-2% -$37.1K 0.17% 120
2024
Q2 		$1.75M Buy
18,892
+14,652
+346% +$1.35M 0.04% 376
2024
Q1 		$397K Buy
+4,240
New +$375K 0.01% 818

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