Sunbelt Securities’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Sunbelt Securities’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	$4.12M	Buy	35,816 +5,015	+16%	+$592K	0.26%	73
2025 Q4	$3.53M	Buy	30,801 +5,448	+21%	+$614K	0.24%	82
2025 Q3	$2.81M	Buy	+25,353	New	+$2.7M	0.19%	95
2025 Q2	–	Sell	-20	Closed	-$1.99K	–	1881
2025 Q1	$1.99K	Buy	+20	New	+$2.02K	﹤0.01%	1577

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

Sunbelt Securities's RWL Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P 500 Revenue ETF (RWL) stake by 16% in Q1 2026, buying an estimated $592K and bringing the position to 35,816 shares worth $4.12M. The position accounts for 0.26% of the portfolio, ranked #73.

Sunbelt Securities first reported a position in RWL in Q1 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

Sunbelt Securities held 35,816 shares of Invesco S&P 500 Revenue ETF worth $4.12M as of Q1 2026.
Sunbelt Securities bought 5,015 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $592K.
Invesco S&P 500 Revenue ETF made up 0.26% of Sunbelt Securities's portfolio in Q1 2026, its #73 holding.
Sunbelt Securities first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 4 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.