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

FourThought Financial’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	$31K	Hold	469	–	–	﹤0.01%	750
2022 Q2	$33K	Hold	469	–	–	﹤0.01%	742
2022 Q1	$38K	Hold	469	–	–	﹤0.01%	741
2021 Q4	$38K	Hold	469	–	–	﹤0.01%	754
2021 Q3	$34K	Hold	469	–	–	﹤0.01%	808
2021 Q2	$34K	Hold	469	–	–	﹤0.01%	820
2021 Q1	$32K	Buy	+469	New	+$31K	﹤0.01%	799

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

FourThought Financial's RWL Position: Q3 2022 in Review

FourThought Financial held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q3 2022 at 469 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

FourThought Financial first reported a position in RWL in Q1 2021 and has held it in 7 quarters since. The position peaked at $38K in Q1 2022. 143 funds tracked by Wall St. Rank hold RWL as of Q3 2022.

FourThought Financial held 469 shares of Invesco S&P 500 Revenue ETF worth $31K as of Q3 2022.
FourThought Financial left its Invesco S&P 500 Revenue ETF share count unchanged in Q3 2022.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #750 holding.
FourThought Financial first reported a position in Invesco S&P 500 Revenue ETF in Q1 2021 and has held it in 7 quarters since.
FourThought Financial's Invesco S&P 500 Revenue ETF position peaked at $38K in Q1 2022.
143 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.