Wellington Management Group
RWL icon

Wellington Management Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-494,364
Closed -$54.7M – 2048
2025
Q3 		$54.7M Buy
+494,364
New +$52.7M 0.01% 707

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
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Wellington Management Group's RWL Position: Q4 2025 in Review

Wellington Management Group sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2025, closing a stake of 494,364 shares — an estimated $54.7M sold.

Wellington Management Group first reported a position in RWL in Q3 2025 and held it in 1 quarter. The position peaked at $54.7M in Q3 2025. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

  • Wellington Management Group reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 494,364 Invesco S&P 500 Revenue ETF shares in Q4 2025, an estimated $54.7M.
  • Wellington Management Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's Invesco S&P 500 Revenue ETF position peaked at $54.7M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.