American Portfolios Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

American Portfolios Advisors’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 Q3	$1.22M	Buy	18,191 +100	+0.6%	+$7.36K	0.05%	368
2022 Q2	$1.26M	Sell	18,091 -1,558	-8%	-$118K	0.05%	367
2022 Q1	$1.59M	Sell	19,649 -214	-1%	-$16.9K	0.05%	343
2021 Q4	$1.59M	Sell	19,863 -58	-0.3%	-$4.47K	0.05%	339
2021 Q3	$1.45M	Sell	19,921 -59	-0.3%	-$4.39K	0.05%	335
2021 Q2	$1.47M	Buy	19,980 +1,050	+6%	+$76.6K	0.06%	317
2021 Q1	$1.32M	Buy	18,930 +230	+1%	+$15.2K	0.06%	322
2020 Q4	$1.16M	Sell	18,700 -1,093	-6%	-$64.3K	0.06%	305
2020 Q3	$1.07M	Sell	19,793 -1,790	-8%	-$96.7K	0.06%	279
2020 Q2	$1.1M	Sell	21,583 -1,173	-5%	-$57.7K	0.07%	252
2020 Q1	$999K	Sell	22,756 -141	-0.6%	-$7.57K	0.08%	218
2019 Q4	$1.34M	Sell	22,897 -42	-0.2%	-$2.36K	0.1%	216
2019 Q3	$1.24M	Buy	22,939 +217	+1%	+$11.6K	0.1%	208
2019 Q2	$1.21M	Sell	22,722 -896	-4%	-$46.9K	0.1%	201
2019 Q1	$1.22M	Buy	23,618 +1,110	+5%	+$56.1K	0.11%	184
2018 Q4	$1.05M	Buy	22,508 +3,562	+19%	+$181K	0.13%	159
2018 Q3	$1.03M	Buy	18,946 +4,584	+32%	+$244K	0.12%	171
2018 Q2	$729K	Buy	14,362 +6,061	+73%	+$309K	0.1%	207
2018 Q1	$414K	Sell	8,301 -389	-4%	-$20.2K	0.06%	301
2017 Q4	$447K	Buy	+8,690	New	+$429K	0.07%	281

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

American Portfolios Advisors's RWL Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.55% in Q3 2022, buying an estimated $7.36K and bringing the position to 18,191 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #368.

American Portfolios Advisors first reported a position in RWL in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.59M in Q4 2021. 143 funds tracked by Wall St. Rank hold RWL as of Q3 2022.

American Portfolios Advisors held 18,191 shares of Invesco S&P 500 Revenue ETF worth $1.22M as of Q3 2022.
American Portfolios Advisors bought 100 Invesco S&P 500 Revenue ETF shares in Q3 2022, an estimated $7.36K.
Invesco S&P 500 Revenue ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #368 holding.
American Portfolios Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco S&P 500 Revenue ETF position peaked at $1.59M in Q4 2021.
143 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.