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Avantax Planning Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-391
Closed -$21K – 1007
2018
Q3 		$21K Buy
+391
New +$20.8K ﹤0.01% 691
2018
Q2 		– Sell
-391
Closed -$19K – 1223
2018
Q1 		$19K Buy
+391
New +$20.3K ﹤0.01% 796

Other funds holding RWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Planning Partners's RWL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2018, closing a stake of 391 shares — an estimated $21K sold.

Avantax Planning Partners first reported a position in RWL in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 76 funds tracked by Wall St. Rank hold RWL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 391 Invesco S&P 500 Revenue ETF shares in Q4 2018, an estimated $21K.
  • Avantax Planning Partners first reported a position in Invesco S&P 500 Revenue ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Invesco S&P 500 Revenue ETF position peaked at $21K in Q3 2018.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.