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Old Mission Capital’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Old Mission Capital’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
Q2 		– Sell
-5,001
Closed -$381K – 1512
2023
Q1 		$381K Buy
+5,001
New +$380K 0.01% 887

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AF
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Old Mission Capital's RWL Position: Q2 2023 in Review

Old Mission Capital sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2023, closing a stake of 5,001 shares — an estimated $381K sold.

Old Mission Capital first reported a position in RWL in Q1 2023 and held it in 1 quarter. The position peaked at $381K in Q1 2023. 160 funds tracked by Wall St. Rank hold RWL as of Q2 2023.

  • Old Mission Capital reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2023 after selling out during the quarter.
  • Old Mission Capital sold 5,001 Invesco S&P 500 Revenue ETF shares in Q2 2023, an estimated $381K.
  • Old Mission Capital first reported a position in Invesco S&P 500 Revenue ETF in Q1 2023 and held it in 1 quarter.
  • Old Mission Capital's Invesco S&P 500 Revenue ETF position peaked at $381K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2023.

Based on Old Mission Capital's 13F filing for Q2 2023, filed 9 Aug 2023.