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

Stratos Wealth Partners’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 		$18.1M Buy
157,708
+18,828
+14% +$2.22M 0.21% 99
2025
Q4 		$15.9M Buy
138,880
+12,488
+10% +$1.41M 0.18% 111
2025
Q3 		$14M Buy
126,392
+64,292
+104% +$6.86M 0.16% 123
2025
Q2 		$6.48M Buy
62,100
+1,703
+3% +$169K 0.09% 229
2025
Q1 		$6M Sell
60,397
-19,739
-25% -$1.99M 0.09% 226
2024
Q4 		$7.85M Sell
80,136
-94,690
-54% -$9.49M 0.11% 183
2024
Q3 		$17.1M Buy
174,826
+6,913
+4% +$657K 0.25% 81
2024
Q2 		$15.6M Buy
167,913
+8,632
+5% +$792K 0.25% 83
2024
Q1 		$14.9M Buy
159,281
+27,091
+20% +$2.4M 0.25% 83
2023
Q4 		$11.3M Buy
132,190
+22,963
+21% +$1.84M 0.21% 105
2023
Q3 		$8.54M Buy
109,227
+2,103
+2% +$170K 0.18% 122
2023
Q2 		$8.57M Buy
107,124
+35,241
+49% +$2.7M 0.19% 115
2023
Q1 		$5.47M Sell
71,883
-19,052
-21% -$1.45M 0.15% 150
2022
Q4 		$6.72M Buy
90,935
+17,557
+24% +$1.3M 0.17% 132
2022
Q3 		$4.92M Sell
73,378
-12,395
-14% -$912K 0.14% 157
2022
Q2 		$5.99M Buy
85,773
+2,025
+2% +$153K 0.15% 140
2022
Q1 		$6.76M Buy
83,748
+6,662
+9% +$526K 0.15% 139
2021
Q4 		$6.16M Sell
77,086
-7,050
-8% -$544K 0.14% 160
2021
Q3 		$6.12M Buy
84,136
+21,416
+34% +$1.6M 0.16% 145
2021
Q2 		$4.62M Buy
62,720
+27,367
+77% +$2M 0.12% 194
2021
Q1 		$2.46M Buy
+35,353
New +$2.33M 0.07% 258
2019
Q1 		– Sell
-7,179
Closed -$334K – 951
2018
Q4 		$334K Buy
7,179
+29
+0.4% +$1.47K 0.02% 636
2018
Q3 		$387K Buy
7,150
+265
+4% +$14.1K 0.02% 619
2018
Q2 		$349K Sell
6,885
-298
-4% -$15.2K 0.02% 686
2018
Q1 		$358K Sell
7,183
-722
-9% -$37.5K 0.02% 661
2017
Q4 		$406K Buy
7,905
+2,819
+55% +$139K 0.02% 577
2017
Q3 		$244K Sell
5,086
-2,462
-33% -$115K 0.01% 772
2017
Q2 		$351K Buy
7,548
+1,004
+15% +$46.1K 0.02% 584
2017
Q1 		$298K Buy
+6,544
New +$294K 0.02% 585

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

Stratos Wealth Partners's RWL Position: Q1 2026 in Review

Stratos Wealth Partners increased its Invesco S&P 500 Revenue ETF (RWL) stake by 14% in Q1 2026, buying an estimated $2.22M and bringing the position to 157,708 shares worth $18.1M. The position accounts for 0.21% of the portfolio, ranked #99.

Stratos Wealth Partners first reported a position in RWL in Q1 2017 and has held it in 29 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Stratos Wealth Partners held 157,708 shares of Invesco S&P 500 Revenue ETF worth $18.1M as of Q1 2026.
  • Stratos Wealth Partners bought 18,828 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $2.22M.
  • Invesco S&P 500 Revenue ETF made up 0.21% of Stratos Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • Stratos Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q1 2017 and has held it in 29 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.