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

Western Wealth Management’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 		$7.68M Sell
66,814
-93
-0.1% -$11K 0.29% 62
2025
Q4 		$7.66M Sell
66,907
-812
-1% -$91.5K 0.35% 51
2025
Q3 		$7.49M Sell
67,719
-534
-0.8% -$56.9K 0.4% 44
2025
Q2 		$7.12M Buy
68,253
+1,435
+2% +$142K 0.42% 42
2025
Q1 		$6.64M Buy
66,818
+1,000
+2% +$101K 0.44% 47
2024
Q4 		$6.44M Buy
65,818
+1,306
+2% +$131K 0.42% 43
2024
Q3 		$6.33M Buy
64,512
+1,776
+3% +$169K 0.36% 51
2024
Q2 		$5.81M Buy
62,736
+1,741
+3% +$160K 0.43% 45
2024
Q1 		$5.72M Buy
60,995
+962
+2% +$85K 0.44% 46
2023
Q4 		$5.12M Buy
60,033
+1,483
+3% +$119K 0.37% 52
2023
Q3 		$4.58M Buy
58,550
+42,129
+257% +$3.4M 0.39% 50
2023
Q2 		$1.31M Sell
16,421
-603
-4% -$46.3K 0.11% 192
2023
Q1 		$1.3M Sell
17,024
-420
-2% -$31.9K 0.12% 186
2022
Q4 		$1.29M Sell
17,444
-686
-4% -$50.7K 0.13% 177
2022
Q3 		$1.21M Buy
18,130
+9,246
+104% +$680K 0.07% 266
2022
Q2 		$620K Hold
8,884
– – 0.04% 417
2022
Q1 		$716K Buy
8,884
+4,506
+103% +$356K 0.03% 417
2021
Q4 		$350K Buy
+4,378
New +$338K 0.03% 421
2021
Q2 		$319K Buy
+4,322
New +$315K 0.03% 477

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

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

Western Wealth Management reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.14% in Q1 2026, selling an estimated $11K and leaving 66,814 shares worth $7.68M. The position accounts for 0.29% of the portfolio, ranked #62.

Western Wealth Management first reported a position in RWL in Q2 2021 and has held it in 19 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Western Wealth Management held 66,814 shares of Invesco S&P 500 Revenue ETF worth $7.68M as of Q1 2026.
  • Western Wealth Management sold 93 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $11K.
  • Invesco S&P 500 Revenue ETF made up 0.29% of Western Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Western Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2021 and has held it in 19 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.