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Almanack Investment Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Almanack Investment Partners’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
2022
Q2 		– Sell
-10,852
Closed -$875K – 503
2022
Q1 		$875K Buy
+10,852
New +$857K 0.08% 167

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FFW
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Bank of America
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Almanack Investment Partners's RWL Position: Q2 2022 in Review

Almanack Investment Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2022, closing a stake of 10,852 shares — an estimated $875K sold.

Almanack Investment Partners first reported a position in RWL in Q1 2022 and held it in 1 quarter. The position peaked at $875K in Q1 2022. 142 funds tracked by Wall St. Rank hold RWL as of Q2 2022.

  • Almanack Investment Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 10,852 Invesco S&P 500 Revenue ETF shares in Q2 2022, an estimated $875K.
  • Almanack Investment Partners first reported a position in Invesco S&P 500 Revenue ETF in Q1 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Invesco S&P 500 Revenue ETF position peaked at $875K in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.