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

PSI 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
2020 Q1	–	Sell	-2,581	Closed	-$150K	–	489
2019 Q4	$150K	Buy	+2,581	New	+$145K	0.1%	148

Other funds holding RWL

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

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

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PSI Advisors's RWL Position: Q1 2020 in Review

PSI Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2020, closing a stake of 2,581 shares — an estimated $150K sold.

PSI Advisors first reported a position in RWL in Q4 2019 and held it in 1 quarter. The position peaked at $150K in Q4 2019. 87 funds tracked by Wall St. Rank hold RWL as of Q1 2020.

PSI Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2020 after selling out during the quarter.
PSI Advisors sold 2,581 Invesco S&P 500 Revenue ETF shares in Q1 2020, an estimated $150K.
PSI Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and held it in 1 quarter.
PSI Advisors's Invesco S&P 500 Revenue ETF position peaked at $150K in Q4 2019.
87 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.