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

Veridan Wealth’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
Q1 		$230K Sell
2,314
-3
-0.1% -$303 0.1% 73
2024
Q4 		$237K Buy
+2,317
New +$232K 0.11% 79
2024
Q2 		$241K Buy
+2,306
New +$212K 0.1% 75

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Veridan Wealth's RWL Position: Q1 2025 in Review

Veridan Wealth reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.13% in Q1 2025, selling an estimated $303 and leaving 2,314 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #73.

Veridan Wealth first reported a position in RWL in Q2 2024 and has held it in 3 quarters since. The position peaked at $241K in Q2 2024. 253 funds tracked by Wall St. Rank hold RWL as of Q1 2025.

  • Veridan Wealth held 2,314 shares of Invesco S&P 500 Revenue ETF worth $230K as of Q1 2025.
  • Veridan Wealth sold 3 Invesco S&P 500 Revenue ETF shares in Q1 2025, an estimated $303.
  • Invesco S&P 500 Revenue ETF made up 0.1% of Veridan Wealth's portfolio in Q1 2025, its #73 holding.
  • Veridan Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 3 quarters since.
  • Veridan Wealth's Invesco S&P 500 Revenue ETF position peaked at $241K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2025.

Based on Veridan Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.