Community Financial Services Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Community Financial Services Group’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
2023 Q3	$790K	Buy	+10,107	New	+$815K	0.2%	69

Other funds holding RWL

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

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

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

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

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

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

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

EFL

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

Community Financial Services Group's RWL Position: Q3 2023 in Review

Community Financial Services Group opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q3 2023: 10,107 shares worth $790K. The stake represents 0.2% of the portfolio and ranks #69 among its holdings.

169 funds tracked by Wall St. Rank hold RWL as of Q3 2023.

Community Financial Services Group held 10,107 shares of Invesco S&P 500 Revenue ETF worth $790K as of Q3 2023.
Invesco S&P 500 Revenue ETF was a new Community Financial Services Group position in Q3 2023.
Invesco S&P 500 Revenue ETF made up 0.2% of Community Financial Services Group's portfolio in Q3 2023, its #69 holding.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2023.

Based on Community Financial Services Group's 13F filing for Q3 2023, filed 7 Nov 2023.