IAM Advisory’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

IAM Advisory’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 Q1	–	Sell	-3,378	Closed	-$250K	–	99
2022 Q4	$250K	Buy	+3,378	New	+$250K	0.09%	76
2022 Q3	–	Sell	-3,084	Closed	-$216K	–	84
2022 Q2	$216K	Buy	+3,084	New	+$234K	0.09%	74

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

IAM Advisory's RWL Position: Q1 2023 in Review

IAM Advisory sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2023, closing a stake of 3,378 shares — an estimated $250K sold.

IAM Advisory first reported a position in RWL in Q2 2022 and held it in 2 quarters. The position peaked at $250K in Q4 2022. 147 funds tracked by Wall St. Rank hold RWL as of Q1 2023.

IAM Advisory reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 3,378 Invesco S&P 500 Revenue ETF shares in Q1 2023, an estimated $250K.
IAM Advisory first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and held it in 2 quarters.
IAM Advisory's Invesco S&P 500 Revenue ETF position peaked at $250K in Q4 2022.
147 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.