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Disciplined Investments’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Disciplined Investments’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
Q4 		– Sell
-252
Closed -$14K – 397
2020
Q3 		$14K Buy
+252
New +$13.6K 0.01% 242

Other funds holding RWL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Disciplined Investments's RWL Position: Q4 2020 in Review

Disciplined Investments sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2020, closing a stake of 252 shares — an estimated $14K sold.

Disciplined Investments first reported a position in RWL in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 95 funds tracked by Wall St. Rank hold RWL as of Q4 2020.

  • Disciplined Investments reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 252 Invesco S&P 500 Revenue ETF shares in Q4 2020, an estimated $14K.
  • Disciplined Investments first reported a position in Invesco S&P 500 Revenue ETF in Q3 2020 and held it in 1 quarter.
  • Disciplined Investments's Invesco S&P 500 Revenue ETF position peaked at $14K in Q3 2020.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.