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

Cetera 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
2024 Q1	$819K	Buy	8,734 +451	+5%	+$39.9K	0.01%	1263
2023 Q4	$707K	Sell	8,283 -989	-11%	-$79.3K	0.01%	937
2023 Q3	$724K	Buy	9,272 +32	+0.3%	+$2.58K	0.01%	869
2023 Q2	$739K	Buy	9,240 +2,016	+28%	+$155K	0.01%	850
2023 Q1	$550K	Buy	7,224 +1,229	+21%	+$93.5K	0.01%	972
2022 Q4	$443K	Buy	5,995 +1,533	+34%	+$113K	0.01%	1045
2022 Q3	$299K	Buy	4,462 +118	+3%	+$8.68K	0.01%	978
2022 Q2	$303K	Buy	4,344 +1,864	+75%	+$141K	0.01%	1042
2022 Q1	$200K	Buy	+2,480	New	+$196K	﹤0.01%	1306
2020 Q1	–	Sell	-4,243	Closed	-$249K	–	937
2019 Q4	$249K	Buy	4,243 +63	+2%	+$3.54K	0.01%	786
2019 Q3	$224K	Sell	4,180 -142	-3%	-$7.6K	0.01%	792
2019 Q2	$230K	Buy	4,322 +303	+8%	+$15.9K	0.01%	805
2019 Q1	$209K	Buy	+4,019	New	+$203K	0.01%	770

Other funds holding RWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's RWL Position: Q1 2024 in Review

Cetera Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 5.4% in Q1 2024, buying an estimated $39.9K and bringing the position to 8,734 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #1263.

Cetera Advisors first reported a position in RWL in Q1 2019 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold RWL as of Q1 2024.

Cetera Advisors held 8,734 shares of Invesco S&P 500 Revenue ETF worth $819K as of Q1 2024.
Cetera Advisors bought 451 Invesco S&P 500 Revenue ETF shares in Q1 2024, an estimated $39.9K.
Invesco S&P 500 Revenue ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1263 holding.
Cetera Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2019 and has held it in 13 quarters since.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.