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Stonebridge Financial Group (Pennsylvania)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-306
Closed -$30.4K – 800
2025
Q1 		$30.4K Buy
306
+2
+0.7% +$202 ﹤0.01% 448
2024
Q4 		$29.8K Buy
+304
New +$30.5K ﹤0.01% 448

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s RWL Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2025, closing a stake of 306 shares — an estimated $30.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in RWL in Q4 2024 and held it in 2 quarters. The position peaked at $30.4K in Q1 2025. 264 funds tracked by Wall St. Rank hold RWL as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 306 Invesco S&P 500 Revenue ETF shares in Q2 2025, an estimated $30.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco S&P 500 Revenue ETF position peaked at $30.4K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.