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

Clearview Wealth 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 Q1	–	Sell	-429	Closed	-$34K	–	682
2021 Q4	$34K	Hold	429	–	–	0.02%	268
2021 Q3	$31K	Hold	429	–	–	0.02%	285
2021 Q2	$32K	Hold	429	–	–	0.02%	287
2021 Q1	$30K	Hold	429	–	–	0.02%	287
2020 Q4	$27K	Buy	+429	New	+$25.2K	0.02%	270

Other funds holding RWL

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Clearview Wealth Advisors's RWL Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2022, closing a stake of 429 shares — an estimated $34K sold.

Clearview Wealth Advisors first reported a position in RWL in Q4 2020 and held it in 5 quarters. The position peaked at $34K in Q4 2021. 133 funds tracked by Wall St. Rank hold RWL as of Q1 2022.

Clearview Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 429 Invesco S&P 500 Revenue ETF shares in Q1 2022, an estimated $34K.
Clearview Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $34K in Q4 2021.
133 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.