Ken Fisher’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Ken Fisher’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 Q3	–	Sell	-2,173	Closed	-$201K	–	995
2024 Q2	$201K	Buy	+2,173	New	+$199K	﹤0.01%	955
2024 Q1	–	Sell	-2,471	Closed	-$211K	–	1046
2023 Q4	$211K	Buy	+2,471	New	+$198K	﹤0.01%	946

Other funds holding RWL

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

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

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

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

FFW

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Ken Fisher's RWL Position: Q3 2024 in Review

Ken Fisher sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2024, closing a stake of 2,173 shares — an estimated $201K sold.

Ken Fisher first reported a position in RWL in Q4 2023 and held it in 2 quarters. The position peaked at $211K in Q4 2023. 204 funds tracked by Wall St. Rank hold RWL as of Q3 2024.

Ken Fisher reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2024 after selling out during the quarter.
Ken Fisher sold 2,173 Invesco S&P 500 Revenue ETF shares in Q3 2024, an estimated $201K.
Ken Fisher first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and held it in 2 quarters.
Ken Fisher's Invesco S&P 500 Revenue ETF position peaked at $211K in Q4 2023.
204 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.