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Rehmann Capital Advisory Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Rehmann Capital Advisory Group’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
2018
Q2 		– Sell
-100
Closed -$5K – 2226
2018
Q1 		$5K Buy
+100
New +$5.2K ﹤0.01% 1531

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Rehmann Capital Advisory Group's RWL Position: Q2 2018 in Review

Rehmann Capital Advisory Group sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

Rehmann Capital Advisory Group first reported a position in RWL in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 71 funds tracked by Wall St. Rank hold RWL as of Q2 2018.

  • Rehmann Capital Advisory Group reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 100 Invesco S&P 500 Revenue ETF shares in Q2 2018, an estimated $5K.
  • Rehmann Capital Advisory Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's Invesco S&P 500 Revenue ETF position peaked at $5K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2018, filed 20 Sep 2018.