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 Q2	$78.6K	Buy	615 +15	+3%	+$1.86K	0.01%	481
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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Westside Investment Management's RWL Position: Q2 2026 in Review

Westside Investment Management increased its Invesco S&P 500 Revenue ETF (RWL) stake by 2.5% in Q2 2026, buying an estimated $1.86K and bringing the position to 615 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #481.

Westside Investment Management first reported a position in RWL in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Westside Investment Management held 615 shares of Invesco S&P 500 Revenue ETF worth $78.6K as of Q2 2026.
Westside Investment Management bought 15 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $1.86K.
Invesco S&P 500 Revenue ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #481 holding.
Westside Investment Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.