RIA
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Realta Investment Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-1,867
Closed -$149K – 724
2023
Q3 		$149K Hold
1,867
– – 0.03% 415
2023
Q2 		$149K Buy
+1,867
New +$143K 0.03% 434
2023
Q1 		– Sell
-1,453
Closed -$107K – 742
2022
Q4 		$107K Buy
1,453
+406
+39% +$30K 0.03% 474
2022
Q3 		$70K Buy
+1,047
New +$77K 0.02% 498
2020
Q1 		– Sell
-1,698
Closed -$98K – 1171
2019
Q4 		$98K Buy
1,698
+230
+16% +$12.9K 0.03% 505
2019
Q3 		$79K Buy
1,468
+1
+0.1% +$54 0.02% 556
2019
Q2 		$77K Buy
1,467
+1,455
+12,125% +$76.1K 0.02% 566
2019
Q1 		$1K Buy
+12
New +$607 ﹤0.01% 1298

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return