ICOA
RWL icon

Investment Centers of America’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-9,333
Closed -$445K – 391
2017
Q3 		$445K Buy
9,333
+2,371
+34% +$111K 0.03% 366
2017
Q2 		$323K Buy
+6,962
New +$319K 0.02% 429

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Centers of America's RWL Position: Q4 2017 in Review

Investment Centers of America sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2017, closing a stake of 9,333 shares — an estimated $445K sold.

Investment Centers of America first reported a position in RWL in Q2 2017 and held it in 2 quarters. The position peaked at $445K in Q3 2017. 64 funds tracked by Wall St. Rank hold RWL as of Q4 2017.

  • Investment Centers of America reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 9,333 Invesco S&P 500 Revenue ETF shares in Q4 2017, an estimated $445K.
  • Investment Centers of America first reported a position in Invesco S&P 500 Revenue ETF in Q2 2017 and held it in 2 quarters.
  • Investment Centers of America's Invesco S&P 500 Revenue ETF position peaked at $445K in Q3 2017.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.