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Cedar Brook Financial Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-2,573
Closed -$241K – 322
2024
Q1 		$241K Buy
2,573
+187
+8% +$16.5K 0.05% 370
2023
Q4 		$204K Buy
+2,386
New +$191K 0.05% 395

Other funds holding RWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Cedar Brook Financial Partners's RWL Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2024, closing a stake of 2,573 shares — an estimated $241K sold.

Cedar Brook Financial Partners first reported a position in RWL in Q4 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 193 funds tracked by Wall St. Rank hold RWL as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,573 Invesco S&P 500 Revenue ETF shares in Q2 2024, an estimated $241K.
  • Cedar Brook Financial Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Invesco S&P 500 Revenue ETF position peaked at $241K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.