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Barometer Capital Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Barometer Capital Management’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
Q2 		– Sell
-10,200
Closed -$709K – 169
2021
Q1 		$709K Buy
+10,200
New +$673K 0.12% 110

Other funds holding RWL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Barometer Capital Management's RWL Position: Q2 2021 in Review

Barometer Capital Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2021, closing a stake of 10,200 shares — an estimated $709K sold.

Barometer Capital Management first reported a position in RWL in Q1 2021 and held it in 1 quarter. The position peaked at $709K in Q1 2021. 106 funds tracked by Wall St. Rank hold RWL as of Q2 2021.

  • Barometer Capital Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2021 after selling out during the quarter.
  • Barometer Capital Management sold 10,200 Invesco S&P 500 Revenue ETF shares in Q2 2021, an estimated $709K.
  • Barometer Capital Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2021 and held it in 1 quarter.
  • Barometer Capital Management's Invesco S&P 500 Revenue ETF position peaked at $709K in Q1 2021.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2021.

Based on Barometer Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.