DWM
RWW

Doyle Wealth Management’s Invesco S&P Financials Revenue ETF RWW Stock Holding History

Doyle Wealth Management’s Portfolio RWW Stock Details RWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-870
Closed -$50K – 838
2018
Q4 		$50K Buy
+870
New +$54.9K 0.01% 357

Other funds holding RWW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Doyle Wealth Management's RWW Position: Q1 2019 in Review

Doyle Wealth Management sold out of Invesco S&P Financials Revenue ETF (RWW) in Q1 2019, closing a stake of 870 shares — an estimated $50K sold.

Doyle Wealth Management first reported a position in RWW in Q4 2018 and held it in 1 quarter. The position peaked at $50K in Q4 2018. 20 funds tracked by Wall St. Rank hold RWW as of Q1 2019.

  • Doyle Wealth Management reported no remaining Invesco S&P Financials Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 870 Invesco S&P Financials Revenue ETF shares in Q1 2019, an estimated $50K.
  • Doyle Wealth Management first reported a position in Invesco S&P Financials Revenue ETF in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Invesco S&P Financials Revenue ETF position peaked at $50K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Invesco S&P Financials Revenue ETF as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.