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

ACG Wealth’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
2018
Q1 		– Sell
-29,445
Closed -$1.51M – 342
2017
Q4 		$1.51M Buy
+29,445
New +$1.45M 0.22% 102

Other funds holding RWL

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ACG Wealth's RWL Position: Q1 2018 in Review

ACG Wealth sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2018, closing a stake of 29,445 shares — an estimated $1.51M sold.

ACG Wealth first reported a position in RWL in Q4 2017 and held it in 1 quarter. The position peaked at $1.51M in Q4 2017. 68 funds tracked by Wall St. Rank hold RWL as of Q1 2018.

  • ACG Wealth reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2018 after selling out during the quarter.
  • ACG Wealth sold 29,445 Invesco S&P 500 Revenue ETF shares in Q1 2018, an estimated $1.51M.
  • ACG Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q4 2017 and held it in 1 quarter.
  • ACG Wealth's Invesco S&P 500 Revenue ETF position peaked at $1.51M in Q4 2017.
  • 68 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2018.

Based on ACG Wealth's 13F filing for Q1 2018, filed 10 Apr 2018.