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Okabena Investment Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Okabena Investment Services’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
2023
Q3 		– Sell
-610
Closed -$48.8K – 148
2023
Q2 		$48.8K Buy
+610
New +$46.8K 0.04% 74

Other funds holding RWL

AF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $532M AUM 15.53% 1-Year Est. Return

Okabena Investment Services's RWL Position: Q3 2023 in Review

Okabena Investment Services sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2023, closing a stake of 610 shares — an estimated $48.8K sold.

Okabena Investment Services first reported a position in RWL in Q2 2023 and held it in 1 quarter. The position peaked at $48.8K in Q2 2023. 169 funds tracked by Wall St. Rank hold RWL as of Q3 2023.

  • Okabena Investment Services reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 610 Invesco S&P 500 Revenue ETF shares in Q3 2023, an estimated $48.8K.
  • Okabena Investment Services first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and held it in 1 quarter.
  • Okabena Investment Services's Invesco S&P 500 Revenue ETF position peaked at $48.8K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.