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Ausdal Financial Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Ausdal Financial 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
2016
Q1 		– Sell
-178
Closed -$7K – 859
2015
Q4 		$7K Buy
+178
New +$7.08K ﹤0.01% 1010

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CA
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LPL Financial
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RJFSA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
KLI
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MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Ausdal Financial Partners's RWL Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2016, closing a stake of 178 shares — an estimated $7K sold.

Ausdal Financial Partners first reported a position in RWL in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 44 funds tracked by Wall St. Rank hold RWL as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 178 Invesco S&P 500 Revenue ETF shares in Q1 2016, an estimated $7K.
  • Ausdal Financial Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Invesco S&P 500 Revenue ETF position peaked at $7K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.