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ORG Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

ORG Partners’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
2024
Q1 		– Sell
-127
Closed -$10.8K – 971
2023
Q4 		$10.8K Buy
+127
New +$10.2K ﹤0.01% 757

Other funds holding RWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

ORG Partners's RWL Position: Q1 2024 in Review

ORG Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2024, closing a stake of 127 shares — an estimated $10.8K sold.

ORG Partners first reported a position in RWL in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 188 funds tracked by Wall St. Rank hold RWL as of Q1 2024.

  • ORG Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 127 Invesco S&P 500 Revenue ETF shares in Q1 2024, an estimated $10.8K.
  • ORG Partners first reported a position in Invesco S&P 500 Revenue ETF in Q4 2023 and held it in 1 quarter.
  • ORG Partners's Invesco S&P 500 Revenue ETF position peaked at $10.8K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.