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

Wealth Effects’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	$233K	Hold	2,025	–	–	0.08%	192
2025 Q4	$232K	Hold	2,025	–	–	0.07%	183
2025 Q3	$224K	Buy	+2,025	New	+$216K	0.07%	191
2025 Q2	–	Sell	-2,025	Closed	-$201K	–	212
2025 Q1	$201K	Buy	+2,025	New	+$205K	0.08%	181

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

Wealth Effects's RWL Position: Q1 2026 in Review

Wealth Effects held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2026 at 2,025 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #192.

Wealth Effects 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.

Wealth Effects held 2,025 shares of Invesco S&P 500 Revenue ETF worth $233K as of Q1 2026.
Wealth Effects left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P 500 Revenue ETF made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #192 holding.
Wealth Effects 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 Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.