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

VSM Wealth Advisory’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
Q2 		– Sell
-80
Closed -$7.91K – 531
2025
Q1 		$7.91K Buy
+80
New +$8.08K ﹤0.01% 375

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VSM Wealth Advisory's RWL Position: Q2 2025 in Review

VSM Wealth Advisory sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2025, closing a stake of 80 shares — an estimated $7.91K sold.

VSM Wealth Advisory first reported a position in RWL in Q1 2025 and held it in 1 quarter. The position peaked at $7.91K in Q1 2025. 264 funds tracked by Wall St. Rank hold RWL as of Q2 2025.

  • VSM Wealth Advisory reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 80 Invesco S&P 500 Revenue ETF shares in Q2 2025, an estimated $7.91K.
  • VSM Wealth Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and held it in 1 quarter.
  • VSM Wealth Advisory's Invesco S&P 500 Revenue ETF position peaked at $7.91K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.