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BKM Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-100
Closed -$8.53K – 482
2023
Q4 		$8.53K Buy
+100
New +$8.02K ﹤0.01% 466

Other funds holding RWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BKM Wealth Management's RWL Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2024, closing a stake of 100 shares — an estimated $8.53K sold.

BKM Wealth Management first reported a position in RWL in Q4 2023 and held it in 1 quarter. The position peaked at $8.53K in Q4 2023. 188 funds tracked by Wall St. Rank hold RWL as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 100 Invesco S&P 500 Revenue ETF shares in Q1 2024, an estimated $8.53K.
  • BKM Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $8.53K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.