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Israel Englander’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Israel Englander’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
2024
Q1 		– Sell
-2,946
Closed -$251K – 6577
2023
Q4 		$251K Buy
+2,946
New +$236K ﹤0.01% 5059

Other funds holding RWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Israel Englander's RWL Position: Q1 2024 in Review

Israel Englander sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2024, closing a stake of 2,946 shares — an estimated $251K sold.

Israel Englander first reported a position in RWL in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 188 funds tracked by Wall St. Rank hold RWL as of Q1 2024.

  • Israel Englander reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2024 after selling out during the quarter.
  • Israel Englander sold 2,946 Invesco S&P 500 Revenue ETF shares in Q1 2024, an estimated $251K.
  • Israel Englander first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and held it in 1 quarter.
  • Israel Englander's Invesco S&P 500 Revenue ETF position peaked at $251K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.