Atlas Capital Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Atlas Capital 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
2020 Q3	–	Sell	-380	Closed	-$19.4K	–	531
2020 Q2	$19.4K	Hold	380	–	–	﹤0.01%	552
2020 Q1	$16.7K	Hold	380	–	–	0.01%	544
2019 Q4	$22.2K	Hold	380	–	–	0.01%	532
2019 Q3	$20.5K	Hold	380	–	–	0.01%	529
2019 Q2	$20.3K	Buy	+380	New	+$19.9K	0.01%	557

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

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

Atlas Capital Advisors's RWL Position: Q3 2020 in Review

Atlas Capital Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2020, closing a stake of 380 shares — an estimated $19.4K sold.

Atlas Capital Advisors first reported a position in RWL in Q2 2019 and held it in 5 quarters. The position peaked at $22.2K in Q4 2019. 88 funds tracked by Wall St. Rank hold RWL as of Q3 2020.

Atlas Capital Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2020 after selling out during the quarter.
Atlas Capital Advisors sold 380 Invesco S&P 500 Revenue ETF shares in Q3 2020, an estimated $19.4K.
Atlas Capital Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2019 and held it in 5 quarters.
Atlas Capital Advisors's Invesco S&P 500 Revenue ETF position peaked at $22.2K in Q4 2019.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2020.

Based on Atlas Capital Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.