FSA
RWL icon

Financial Services Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Financial Services Advisory’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
2018
Q1 		– Sell
-21,841
Closed -$1.12M – 30
2017
Q4 		$1.12M Buy
+21,841
New +$1.08M 0.83% 24

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Financial Services Advisory's RWL Position: Q1 2018 in Review

Financial Services Advisory sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2018, closing a stake of 21,841 shares — an estimated $1.12M sold.

Financial Services Advisory first reported a position in RWL in Q4 2017 and held it in 1 quarter. The position peaked at $1.12M in Q4 2017. 68 funds tracked by Wall St. Rank hold RWL as of Q1 2018.

  • Financial Services Advisory reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Services Advisory sold 21,841 Invesco S&P 500 Revenue ETF shares in Q1 2018, an estimated $1.12M.
  • Financial Services Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q4 2017 and held it in 1 quarter.
  • Financial Services Advisory's Invesco S&P 500 Revenue ETF position peaked at $1.12M in Q4 2017.
  • 68 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2018.

Based on Financial Services Advisory's 13F filing for Q1 2018, filed 14 May 2018.