EWA
EverSource Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
154,058
+10,371
| +7% | +$1.08M | 0.73% | 29 |
|
|
2025
Q1 | $14.3M | Buy |
143,687
+5,563
| +4% | +$553K | 0.78% | 29 |
|
|
2024
Q4 | $13.5M | Buy |
138,124
+2,769
| +2% | +$271K | 0.76% | 30 |
|
|
2024
Q3 | $13.3M | Buy |
135,355
+5,235
| +4% | +$513K | 0.84% | 26 |
|
|
2024
Q2 | $12.5M | Buy |
130,120
+29,883
| +30% | +$2.86M | 0.83% | 27 |
|
|
2024
Q1 | $9M | Buy |
100,237
+28,506
| +40% | +$2.56M | 0.71% | 33 |
|
|
2023
Q4 | $6.12M | Buy |
71,731
+10,047
| +16% | +$857K | 0.56% | 44 |
|
|
2023
Q3 | $4.82M | Buy |
61,684
+46,350
| +302% | +$3.62M | 0.51% | 49 |
|
|
2023
Q2 | $1.23M | Buy |
15,334
+5,027
| +49% | +$402K | 0.14% | 141 |
|
|
2023
Q1 | $784K | Buy |
10,307
+441
| +4% | +$33.6K | 0.1% | 161 |
|
|
2022
Q4 | $729K | Buy |
+9,866
| New | +$729K | 0.11% | 152 |
|