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Summit Wealth Group (Colorado)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-5,911
Closed -$293K – 431
2025
Q3 		$293K Buy
+5,911
New +$630K 0.05% 195

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RWL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 5,911 shares — an estimated $293K sold.

Summit Wealth Group (Colorado) first reported a position in RWL in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,911 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $293K.
  • Summit Wealth Group (Colorado) first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Invesco S&P 500 Revenue ETF position peaked at $293K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.