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

TCFG Wealth Management’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	$2.5M	Buy	21,791 +666	+3%	+$78.6K	0.94%	21
2025 Q4	$2.42M	Sell	21,125 -122	-0.6%	-$13.7K	0.94%	21
2025 Q3	$2.35M	Buy	21,247 +46	+0.2%	+$4.91K	0.92%	23
2025 Q2	$2.21M	Buy	21,201 +15,053	+245%	+$1.49M	1%	17
2025 Q1	$611K	Buy	6,148 +1,503	+32%	+$152K	0.31%	86
2024 Q4	$455K	Buy	4,645 +300	+7%	+$30.1K	0.23%	108
2024 Q3	$426K	Buy	+4,345	New	+$413K	0.21%	114

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCFG Wealth Management's RWL Position: Q1 2026 in Review

TCFG Wealth Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 3.2% in Q1 2026, buying an estimated $78.6K and bringing the position to 21,791 shares worth $2.5M. The position accounts for 0.94% of the portfolio, ranked #21.

TCFG Wealth Management first reported a position in RWL in Q3 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

TCFG Wealth Management held 21,791 shares of Invesco S&P 500 Revenue ETF worth $2.5M as of Q1 2026.
TCFG Wealth Management bought 666 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $78.6K.
Invesco S&P 500 Revenue ETF made up 0.94% of TCFG Wealth Management's portfolio in Q1 2026, its #21 holding.
TCFG Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2024 and has held it in 7 quarters since.
323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.