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

Wealth Management Partners’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 		$5.21M Sell
45,355
-2,397
-5% -$283K 1.49% 14
2025
Q4 		$5.47M Sell
47,752
-3,508
-7% -$395K 1.56% 14
2025
Q3 		$5.67M Sell
51,260
-735
-1% -$78.4K 1.8% 11
2025
Q2 		$5.44M Sell
51,995
-76
-0.1% -$7.52K 1.92% 10
2025
Q1 		$5.17M Sell
52,071
-18
-0% -$1.82K 2.4% 10
2024
Q4 		$5.1M Sell
52,089
-5,523
-10% -$553K 2.2% 11
2024
Q3 		$5.65M Sell
57,612
-5,050
-8% -$480K 2.62% 9
2024
Q2 		$5.8M Sell
62,662
-1,300
-2% -$119K 2.82% 8
2024
Q1 		$6M Sell
63,962
-3,670
-5% -$324K 3.04% 8
2023
Q4 		$5.77M Sell
67,632
-1,625
-2% -$130K 3.22% 8
2023
Q3 		$5.41M Buy
69,257
+2,132
+3% +$172K 3.38% 7
2023
Q2 		$5.37M Sell
67,125
-1
-0% -$77 3.38% 7
2023
Q1 		$5.11M Sell
67,126
-874
-1% -$66.5K 3.57% 7
2022
Q4 		$4.99M Buy
68,000
+2,000
+3% +$148K 4.17% 6
2022
Q3 		$4.57M Buy
66,000
+6,000
+10% +$441K 4.01% 6
2022
Q2 		$4.37M Sell
60,000
-10,000
-14% -$757K 3.81% 6
2022
Q1 		$5.62M Buy
70,000
+27,000
+63% +$2.13M 4.01% 6
2021
Q4 		$3.41M Buy
43,000
+3,188
+8% +$246K 2.34% 12
2021
Q3 		$2.9M Buy
39,812
+2,385
+6% +$178K 2.15% 12
2021
Q2 		$2.76M Buy
37,427
+9,577
+34% +$699K 1.92% 12
2021
Q1 		$1.97M Sell
27,850
-2,728
-9% -$180K 1.47% 16
2020
Q4 		$1.97M Buy
+30,578
New +$1.8M 1.54% 14

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
Bank of America
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Wealth Management Partners reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 5% in Q1 2026, selling an estimated $283K and leaving 45,355 shares worth $5.21M. The position accounts for 1.49% of the portfolio, ranked #14.

Wealth Management Partners first reported a position in RWL in Q4 2020 and has held it in 22 quarters since. The position peaked at $6M in Q1 2024. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Wealth Management Partners held 45,355 shares of Invesco S&P 500 Revenue ETF worth $5.21M as of Q1 2026.
  • Wealth Management Partners sold 2,397 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $283K.
  • Invesco S&P 500 Revenue ETF made up 1.49% of Wealth Management Partners's portfolio in Q1 2026, its #14 holding.
  • Wealth Management Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Partners's Invesco S&P 500 Revenue ETF position peaked at $6M in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.