FFG
RWL icon

Ford Financial Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-45,782
Closed -$3.39M – 84
2022
Q4 		$3.39M Buy
45,782
+2,381
+5% +$176K 1.34% 18
2022
Q3 		$2.91M Buy
+43,401
New +$3.19M 1.21% 21

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ford Financial Group's RWL Position: Q1 2023 in Review

Ford Financial Group sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2023, closing a stake of 45,782 shares — an estimated $3.39M sold.

Ford Financial Group first reported a position in RWL in Q3 2022 and held it in 2 quarters. The position peaked at $3.39M in Q4 2022. 147 funds tracked by Wall St. Rank hold RWL as of Q1 2023.

  • Ford Financial Group reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 45,782 Invesco S&P 500 Revenue ETF shares in Q1 2023, an estimated $3.39M.
  • Ford Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's Invesco S&P 500 Revenue ETF position peaked at $3.39M in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.