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Laurel Wealth Advisors (North Carolina)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-100
Closed -$9.37K – 679
2024
Q1 		$9.37K Hold
100
– – ﹤0.01% 441
2023
Q4 		$8.53K Hold
100
– – ﹤0.01% 410
2023
Q3 		$7.81K Hold
100
– – ﹤0.01% 424
2023
Q2 		$8K Hold
100
– – ﹤0.01% 423
2023
Q1 		$7.61K Buy
+100
New +$7.61K ﹤0.01% 425

Other funds holding RWL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
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
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RWL Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2024, closing a stake of 100 shares — an estimated $9.37K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RWL in Q1 2023 and held it in 5 quarters. The position peaked at $9.37K in Q1 2024. 193 funds tracked by Wall St. Rank hold RWL as of Q2 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Invesco S&P 500 Revenue ETF shares in Q2 2024, an estimated $9.37K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Revenue ETF in Q1 2023 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco S&P 500 Revenue ETF position peaked at $9.37K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.