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

Heck 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 Q2	–	Sell	-16,520	Closed	-$725K	–	117
2020 Q1	$725K	Sell	16,520 -279,754	-94%	-$15M	0.21%	36
2019 Q4	$17.3M	Buy	296,274 +21,849	+8%	+$1.23M	4.15%	10
2019 Q3	$14.8M	Sell	274,425 -36,083	-12%	-$1.93M	4.55%	7
2019 Q2	$16.6M	Buy	+310,508	New	+$16.2M	4.45%	6

Other funds holding RWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Heck Capital Advisors's RWL Position: Q2 2020 in Review

Heck Capital Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2020, closing a stake of 16,520 shares — an estimated $725K sold.

Heck Capital Advisors first reported a position in RWL in Q2 2019 and held it in 4 quarters. The position peaked at $17.3M in Q4 2019. 86 funds tracked by Wall St. Rank hold RWL as of Q2 2020.

Heck Capital Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2020 after selling out during the quarter.
Heck Capital Advisors sold 16,520 Invesco S&P 500 Revenue ETF shares in Q2 2020, an estimated $725K.
Heck Capital Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2019 and held it in 4 quarters.
Heck Capital Advisors's Invesco S&P 500 Revenue ETF position peaked at $17.3M in Q4 2019.
86 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2020.

Based on Heck Capital Advisors's 13F filing for Q2 2020, filed 19 May 2025.