BWA
RWL icon

BDO Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

BDO Wealth 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
2017
Q3 		– Sell
-40
Closed -$2K – 523
2017
Q2 		$2K Buy
+40
New +$1.83K ﹤0.01% 515

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's RWL Position: Q3 2017 in Review

BDO Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2017, closing a stake of 40 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in RWL in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 55 funds tracked by Wall St. Rank hold RWL as of Q3 2017.

  • BDO Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 40 Invesco S&P 500 Revenue ETF shares in Q3 2017, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $2K in Q2 2017.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.