National Planning Corporation’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

National Planning Corporation’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	-31,954	Closed	-$1.53M	–	499
2017 Q3	$1.53M	Buy	31,954 +287	+0.9%	+$13.4K	0.13%	174
2017 Q2	$1.48M	Buy	31,667 +4,004	+14%	+$184K	0.11%	208
2017 Q1	$1.25M	Buy	27,663 +475	+2%	+$21.4K	0.09%	204
2016 Q4	$1.2M	Buy	27,188 +4,987	+22%	+$211K	0.09%	208
2016 Q3	$909K	Buy	22,201 +10,383	+88%	+$434K	0.07%	245
2016 Q2	$491K	Buy	11,818 +4,311	+57%	+$174K	0.04%	380
2016 Q1	$299K	Buy	+7,507	New	+$284K	0.03%	468
2015 Q1	–	Sell	-1,535	Closed	-$61.5K	–	1775
2014 Q4	$61.5K	Buy	+1,535	New	+$60.6K	﹤0.01%	1156

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

National Planning Corporation's RWL Position: Q4 2017 in Review

National Planning Corporation sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2017, closing a stake of 31,954 shares — an estimated $1.53M sold.

National Planning Corporation first reported a position in RWL in Q4 2014 and held it in 8 quarters. The position peaked at $1.53M in Q3 2017. 64 funds tracked by Wall St. Rank hold RWL as of Q4 2017.

National Planning Corporation reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 31,954 Invesco S&P 500 Revenue ETF shares in Q4 2017, an estimated $1.53M.
National Planning Corporation first reported a position in Invesco S&P 500 Revenue ETF in Q4 2014 and held it in 8 quarters.
National Planning Corporation's Invesco S&P 500 Revenue ETF position peaked at $1.53M in Q3 2017.
64 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.