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

Evoke Wealth’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
2019
Q4 		– Sell
-1,375
Closed -$74.2K – 1428
2019
Q3 		$74.2K Buy
+1,375
New +$73.6K 0.01% 415

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Evoke Wealth's RWL Position: Q4 2019 in Review

Evoke Wealth sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2019, closing a stake of 1,375 shares — an estimated $74.2K sold.

Evoke Wealth first reported a position in RWL in Q3 2019 and held it in 1 quarter. The position peaked at $74.2K in Q3 2019. 101 funds tracked by Wall St. Rank hold RWL as of Q4 2019.

  • Evoke Wealth reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 1,375 Invesco S&P 500 Revenue ETF shares in Q4 2019, an estimated $74.2K.
  • Evoke Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Invesco S&P 500 Revenue ETF position peaked at $74.2K in Q3 2019.
  • 101 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.