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Bell Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Bell Investment 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
2022
Q4 		– Sell
-578
Closed -$39K – 2018
2022
Q3 		$39K Buy
578
+5
+0.9% +$368 0.01% 164
2022
Q2 		$40K Buy
+573
New +$43.4K 0.01% 160
2021
Q4 		$45K Buy
569
+2
+0.4% +$154 0.01% 175
2021
Q3 		$41K Buy
+567
New +$42.2K 0.01% 168

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bell Investment Advisors's RWL Position: Q4 2022 in Review

Bell Investment Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2022, closing a stake of 578 shares — an estimated $39K sold.

Bell Investment Advisors first reported a position in RWL in Q3 2021 and held it in 4 quarters. The position peaked at $45K in Q4 2021. 150 funds tracked by Wall St. Rank hold RWL as of Q4 2022.

  • Bell Investment Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 578 Invesco S&P 500 Revenue ETF shares in Q4 2022, an estimated $39K.
  • Bell Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's Invesco S&P 500 Revenue ETF position peaked at $45K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.