IFWM
RWW

Institute for Wealth Management’s Invesco S&P Financials Revenue ETF RWW Stock Holding History

Institute for Wealth Management’s Portfolio RWW Stock Details RWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-65
Closed -$5K – 709
2019
Q4 		$5K Buy
+65
New +$4.61K ﹤0.01% 643

Institute for Wealth Management's RWW Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P Financials Revenue ETF (RWW) in Q1 2020, closing a stake of 65 shares — an estimated $5K sold.

Institute for Wealth Management first reported a position in RWW in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 0 funds tracked by Wall St. Rank hold RWW as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P Financials Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 65 Invesco S&P Financials Revenue ETF shares in Q1 2020, an estimated $5K.
  • Institute for Wealth Management first reported a position in Invesco S&P Financials Revenue ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P Financials Revenue ETF position peaked at $5K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco S&P Financials Revenue ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.