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

Foresight Capital Management 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
2022
Q3 		$1.87M Buy
27,856
+1,637
+6% +$120K 3.22% 10
2022
Q2 		$1.83M Buy
+26,219
New +$1.99M 2.8% 13

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Foresight Capital Management Advisors's RWL Position: Q3 2022 in Review

Foresight Capital Management Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 6.2% in Q3 2022, buying an estimated $120K and bringing the position to 27,856 shares worth $1.87M. The position accounts for 3.22% of the portfolio, ranked #10.

Foresight Capital Management Advisors first reported a position in RWL in Q2 2022 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold RWL as of Q3 2022.

  • Foresight Capital Management Advisors held 27,856 shares of Invesco S&P 500 Revenue ETF worth $1.87M as of Q3 2022.
  • Foresight Capital Management Advisors bought 1,637 Invesco S&P 500 Revenue ETF shares in Q3 2022, an estimated $120K.
  • Invesco S&P 500 Revenue ETF made up 3.22% of Foresight Capital Management Advisors's portfolio in Q3 2022, its #10 holding.
  • Foresight Capital Management Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.