IPC
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Independent Portfolio Consultants’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Independent Portfolio Consultants’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
2016
Q4 		– Sell
-12,585
Closed -$526K – 854
2016
Q3 		$526K Sell
12,585
-110
-0.9% -$4.6K 0.16% 222
2016
Q2 		$517K Sell
12,695
-2,900
-19% -$117K 0.16% 213
2016
Q1 		$628K Buy
+15,595
New +$590K 0.18% 172
2015
Q4 		– Sell
-15,310
Closed -$577K – 798
2015
Q3 		$577K Sell
15,310
-355
-2% -$14.1K 0.13% 223
2015
Q2 		$641K Buy
15,665
+25
+0.2% +$1.04K 0.13% 211
2015
Q1 		$648K Buy
15,640
+9,190
+142% +$377K 0.13% 203
2014
Q4 		$263K Buy
6,450
+40
+0.6% +$1.58K 0.05% 329
2014
Q3 		$248K Buy
+6,410
New +$249K 0.07% 436

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return