Ameritas Investment Company’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Ameritas Investment Company’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
2021 Q3	$376K	Hold	5,167	–	–	0.02%	490
2021 Q2	$381K	Buy	+5,167	New	+$377K	0.02%	494
2021 Q1	–	Sell	-5,484	Closed	-$342K	–	2264
2020 Q4	$342K	Buy	5,484 +317	+6%	+$18.6K	0.07%	283
2020 Q3	$264K	Hold	5,167	–	–	0.08%	259
2020 Q2	$264K	Sell	5,167 -300	-5%	-$14.8K	0.08%	265
2020 Q1	$240K	Buy	5,467 +35	+0.6%	+$1.88K	0.04%	312
2019 Q4	$317K	Buy	5,432 +5,132	+1,711%	+$288K	0.07%	249
2019 Q3	$16K	Buy	+300	New	+$16.1K	﹤0.01%	1001
2019 Q1	–	Sell	-10,517	Closed	-$489K	–	1632
2018 Q4	$489K	Buy	+10,517	New	+$533K	0.11%	164

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Ameritas Investment Company's RWL Position: Q3 2021 in Review

Ameritas Investment Company held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2021 at 5,167 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #490.

Ameritas Investment Company first reported a position in RWL in Q4 2018 and has held it in 9 quarters since. The position peaked at $489K in Q4 2018. 109 funds tracked by Wall St. Rank hold RWL as of Q3 2021.

Ameritas Investment Company held 5,167 shares of Invesco S&P 500 Revenue ETF worth $376K as of Q3 2021.
Ameritas Investment Company left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2021.
Invesco S&P 500 Revenue ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #490 holding.
Ameritas Investment Company first reported a position in Invesco S&P 500 Revenue ETF in Q4 2018 and has held it in 9 quarters since.
Ameritas Investment Company's Invesco S&P 500 Revenue ETF position peaked at $489K in Q4 2018.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.