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OneDigital Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-6,677
Closed -$522K – 1141
2023
Q3 		$522K Buy
+6,677
New +$538K 0.01% 625
2019
Q1 		– Sell
-6,250
Closed -$291K – 1187
2018
Q4 		$291K Buy
+6,250
New +$317K 0.05% 214

Other funds holding RWL

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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 $604M AUM 19.83% 1-Year Est. Return

OneDigital Investment Advisors's RWL Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2023, closing a stake of 6,677 shares — an estimated $522K sold.

OneDigital Investment Advisors first reported a position in RWL in Q4 2018 and held it in 2 quarters. The position peaked at $522K in Q3 2023. 173 funds tracked by Wall St. Rank hold RWL as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,677 Invesco S&P 500 Revenue ETF shares in Q4 2023, an estimated $522K.
  • OneDigital Investment Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's Invesco S&P 500 Revenue ETF position peaked at $522K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.