FinTrust Capital Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

FinTrust Capital Advisors’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	-425	Closed	-$22K	–	1193
2020 Q2	$22K	Hold	425	–	–	0.01%	612
2020 Q1	$19K	Hold	425	–	–	0.01%	636
2019 Q4	$25K	Hold	425	–	–	0.01%	594
2019 Q3	$23K	Hold	425	–	–	0.01%	627
2019 Q2	$23K	Hold	425	–	–	0.01%	574
2019 Q1	$22K	Hold	425	–	–	0.01%	586
2018 Q4	$20K	Buy	+425	New	+$21.6K	0.01%	601

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

FinTrust Capital Advisors's RWL Position: Q3 2020 in Review

FinTrust Capital Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2020, closing a stake of 425 shares — an estimated $22K sold.

FinTrust Capital Advisors first reported a position in RWL in Q4 2018 and held it in 7 quarters. The position peaked at $25K in Q4 2019. 88 funds tracked by Wall St. Rank hold RWL as of Q3 2020.

FinTrust Capital Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 425 Invesco S&P 500 Revenue ETF shares in Q3 2020, an estimated $22K.
FinTrust Capital Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2018 and held it in 7 quarters.
FinTrust Capital Advisors's Invesco S&P 500 Revenue ETF position peaked at $25K in Q4 2019.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2020.

Based on FinTrust Capital Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.