NRI
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NFP Retirement Inc’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

NFP Retirement Inc’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
Q3 		– Sell
-3,515
Closed -$246K – 230
2022
Q2 		$246K Sell
3,515
-232
-6% -$17.6K 0.06% 199
2022
Q1 		$302K Buy
3,747
+5
+0.1% +$395 0.07% 178
2021
Q4 		$299K Sell
3,742
-14
-0.4% -$1.08K 0.11% 118
2021
Q3 		$273K Sell
3,756
-1,443
-28% -$107K 0.11% 109
2021
Q2 		$383K Buy
5,199
+7
+0.1% +$511 0.15% 93
2021
Q1 		$361K Sell
5,192
-81
-2% -$5.35K 0.16% 89
2020
Q4 		$328K Sell
5,273
-17,481
-77% -$1.03M 0.2% 88
2020
Q3 		$1.23M Sell
22,754
-83
-0.4% -$4.48K 0.81% 36
2020
Q2 		$1.17M Sell
22,837
-8,424
-27% -$414K 0.85% 31
2020
Q1 		$1.37M Buy
31,261
+26
+0.1% +$1.4K 1.34% 18
2019
Q4 		$1.82M Buy
+31,235
New +$1.76M 1.69% 17

Other funds holding RWL

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

NFP Retirement Inc's RWL Position: Q3 2022 in Review

NFP Retirement Inc sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2022, closing a stake of 3,515 shares — an estimated $246K sold.

NFP Retirement Inc first reported a position in RWL in Q4 2019 and held it in 11 quarters. The position peaked at $1.82M in Q4 2019. 143 funds tracked by Wall St. Rank hold RWL as of Q3 2022.

  • NFP Retirement Inc reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 3,515 Invesco S&P 500 Revenue ETF shares in Q3 2022, an estimated $246K.
  • NFP Retirement Inc first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and held it in 11 quarters.
  • NFP Retirement Inc's Invesco S&P 500 Revenue ETF position peaked at $1.82M in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2022.

Based on NFP Retirement Inc's 13F filing for Q3 2022, filed 13 Feb 2025.