Nauset Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Nauset Wealth Management’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
2022 Q1	$3K	Buy	+40	New	+$3.16K	﹤0.01%	210

Other funds holding RWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Nauset Wealth Management's RWL Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q1 2022: 40 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #210 among its holdings.

133 funds tracked by Wall St. Rank hold RWL as of Q1 2022.

Nauset Wealth Management held 40 shares of Invesco S&P 500 Revenue ETF worth $3K as of Q1 2022.
Invesco S&P 500 Revenue ETF was a new Nauset Wealth Management position in Q1 2022.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #210 holding.
133 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.