Engrave Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-750	Closed	-$38K	–	353
2020 Q2	$38K	Hold	750	–	–	0.03%	132
2020 Q1	$32K	Hold	750	–	–	0.04%	119
2019 Q4	$43K	Buy	+750	New	+$42.1K	0.04%	141

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Engrave Wealth Partners's RWL Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2020, closing a stake of 750 shares — an estimated $38K sold.

Engrave Wealth Partners first reported a position in RWL in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 88 funds tracked by Wall St. Rank hold RWL as of Q3 2020.

Engrave Wealth Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 750 Invesco S&P 500 Revenue ETF shares in Q3 2020, an estimated $38K.
Engrave Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's Invesco S&P 500 Revenue ETF position peaked at $43K in Q4 2019.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.