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

Visionary Wealth Advisors’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
Q3 		– Sell
-8,389
Closed -$875K – 618
2025
Q2 		$875K Buy
8,389
+1,189
+17% +$118K 0.04% 292
2025
Q1 		$715K Buy
7,200
+713
+11% +$72K 0.04% 296
2024
Q4 		$635K Buy
6,487
+267
+4% +$26.8K 0.04% 315
2024
Q3 		$610K Buy
6,220
+554
+10% +$52.6K 0.04% 322
2024
Q2 		$525K Buy
+5,666
New +$520K 0.03% 321

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Visionary Wealth Advisors's RWL Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2025, closing a stake of 8,389 shares — an estimated $875K sold.

Visionary Wealth Advisors first reported a position in RWL in Q2 2024 and held it in 5 quarters. The position peaked at $875K in Q2 2025. 289 funds tracked by Wall St. Rank hold RWL as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,389 Invesco S&P 500 Revenue ETF shares in Q3 2025, an estimated $875K.
  • Visionary Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and held it in 5 quarters.
  • Visionary Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $875K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.