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Pinnacle Private Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.09M Sell
15,597
-350
-2% -$26.5K 0.43% 65
2022
Q1 		$1.29M Buy
15,947
+1
+0% +$79 0.4% 59
2021
Q4 		$1.27M Buy
+15,946
New +$1.23M 0.4% 64

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Private Wealth's RWL Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 2.2% in Q2 2022, selling an estimated $26.5K and leaving 15,597 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #65.

Pinnacle Private Wealth first reported a position in RWL in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.29M in Q1 2022. 142 funds tracked by Wall St. Rank hold RWL as of Q2 2022.

  • Pinnacle Private Wealth held 15,597 shares of Invesco S&P 500 Revenue ETF worth $1.09M as of Q2 2022.
  • Pinnacle Private Wealth sold 350 Invesco S&P 500 Revenue ETF shares in Q2 2022, an estimated $26.5K.
  • Invesco S&P 500 Revenue ETF made up 0.43% of Pinnacle Private Wealth's portfolio in Q2 2022, its #65 holding.
  • Pinnacle Private Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Invesco S&P 500 Revenue ETF position peaked at $1.29M in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.