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Westside Investment Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Westside Investment 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 		$68.9K Buy
600
+500
+500% +$59K 0.01% 492
2025
Q4 		$11.4K Hold
100
– – ﹤0.01% 1035
2025
Q3 		$11.1K Hold
100
– – ﹤0.01% 1062
2025
Q2 		$10.4K Hold
100
– – ﹤0.01% 914
2025
Q1 		$9.93K Buy
+100
New +$10.1K ﹤0.01% 687

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

Westside Investment Management's RWL Position: Q1 2026 in Review

Westside Investment Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 500% in Q1 2026, buying an estimated $59K and bringing the position to 600 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #492.

Westside Investment Management first reported a position in RWL in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Westside Investment Management held 600 shares of Invesco S&P 500 Revenue ETF worth $68.9K as of Q1 2026.
  • Westside Investment Management bought 500 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $59K.
  • Invesco S&P 500 Revenue ETF made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #492 holding.
  • Westside Investment Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.