Claraphi Advisory Network’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-500	Closed	-$22K	–	1005
2020 Q1	$22K	Buy	+500	New	+$26.9K	0.01%	621
2019 Q4	–	Sell	-500	Closed	-$27K	–	361
2019 Q3	$27K	Buy	+500	New	+$26.8K	0.02%	299

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Claraphi Advisory Network's RWL Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2020, closing a stake of 500 shares — an estimated $22K sold.

Claraphi Advisory Network first reported a position in RWL in Q3 2019 and held it in 2 quarters. The position peaked at $27K in Q3 2019. 86 funds tracked by Wall St. Rank hold RWL as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 500 Invesco S&P 500 Revenue ETF shares in Q2 2020, an estimated $22K.
Claraphi Advisory Network first reported a position in Invesco S&P 500 Revenue ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Invesco S&P 500 Revenue ETF position peaked at $27K in Q3 2019.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.