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IAG Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

IAG Wealth Partners’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
Q3 		– Sell
-51
Closed -$4.08K – 464
2023
Q2 		$4.08K Buy
+51
New +$3.91K ﹤0.01% 382

Other funds holding RWL

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

IAG Wealth Partners's RWL Position: Q3 2023 in Review

IAG Wealth Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2023, closing a stake of 51 shares — an estimated $4.08K sold.

IAG Wealth Partners first reported a position in RWL in Q2 2023 and held it in 1 quarter. The position peaked at $4.08K in Q2 2023. 169 funds tracked by Wall St. Rank hold RWL as of Q3 2023.

  • IAG Wealth Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 51 Invesco S&P 500 Revenue ETF shares in Q3 2023, an estimated $4.08K.
  • IAG Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and held it in 1 quarter.
  • IAG Wealth Partners's Invesco S&P 500 Revenue ETF position peaked at $4.08K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.