Prudential Financial
RWL icon

Prudential Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Prudential Financial’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
Q4 		– Sell
-38,535
Closed -$3.78M – 2617
2024
Q3 		$3.78M Buy
38,535
+6,218
+19% +$591K 0.01% 1119
2024
Q2 		$2.99M Buy
32,317
+5,164
+19% +$474K ﹤0.01% 1177
2024
Q1 		$2.55M Buy
27,153
+11,303
+71% +$999K ﹤0.01% 1299
2023
Q4 		$1.35M Buy
15,850
+8,623
+119% +$692K ﹤0.01% 1663
2023
Q3 		$565K Buy
+7,227
New +$583K ﹤0.01% 2012

Other funds holding RWL

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prudential Financial's RWL Position: Q4 2024 in Review

Prudential Financial sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2024, closing a stake of 38,535 shares — an estimated $3.78M sold.

Prudential Financial first reported a position in RWL in Q3 2023 and held it in 5 quarters. The position peaked at $3.78M in Q3 2024. 242 funds tracked by Wall St. Rank hold RWL as of Q4 2024.

  • Prudential Financial reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 38,535 Invesco S&P 500 Revenue ETF shares in Q4 2024, an estimated $3.78M.
  • Prudential Financial first reported a position in Invesco S&P 500 Revenue ETF in Q3 2023 and held it in 5 quarters.
  • Prudential Financial's Invesco S&P 500 Revenue ETF position peaked at $3.78M in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.