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Goelzer Investment Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Goelzer Investment Management’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 		– Sell
-36,605
Closed -$2.56M – 231
2022
Q2 		$2.56M Buy
+36,605
New +$2.77M 0.25% 111

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 $604M AUM 19.83% 1-Year Est. Return

Goelzer Investment Management's RWL Position: Q3 2022 in Review

Goelzer Investment Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2022, closing a stake of 36,605 shares — an estimated $2.56M sold.

Goelzer Investment Management first reported a position in RWL in Q2 2022 and held it in 1 quarter. The position peaked at $2.56M in Q2 2022. 143 funds tracked by Wall St. Rank hold RWL as of Q3 2022.

  • Goelzer Investment Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2022 after selling out during the quarter.
  • Goelzer Investment Management sold 36,605 Invesco S&P 500 Revenue ETF shares in Q3 2022, an estimated $2.56M.
  • Goelzer Investment Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and held it in 1 quarter.
  • Goelzer Investment Management's Invesco S&P 500 Revenue ETF position peaked at $2.56M in Q2 2022.
  • 143 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2022.

Based on Goelzer Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.