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

Personal Wealth 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
2021 Q3	–	Sell	-170	Closed	-$13K	–	337
2021 Q2	$13K	Buy	+170	New	+$12.4K	0.01%	251
2020 Q1	–	Sell	-170	Closed	-$10K	–	505
2019 Q4	$10K	Sell	170 -210	-55%	-$11.8K	﹤0.01%	232
2019 Q3	$21K	Sell	380 -14,314	-97%	-$766K	0.01%	196
2019 Q2	$554K	Buy	+14,694	New	+$769K	0.26%	31

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Personal Wealth Partners's RWL Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2021, closing a stake of 170 shares — an estimated $13K sold.

Personal Wealth Partners first reported a position in RWL in Q2 2019 and held it in 4 quarters. The position peaked at $554K in Q2 2019. 109 funds tracked by Wall St. Rank hold RWL as of Q3 2021.

Personal Wealth Partners reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 170 Invesco S&P 500 Revenue ETF shares in Q3 2021, an estimated $13K.
Personal Wealth Partners first reported a position in Invesco S&P 500 Revenue ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Invesco S&P 500 Revenue ETF position peaked at $554K in Q2 2019.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.