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

River Wealth 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
2019
Q1 		– Sell
-3
Closed – – 411
2018
Q4 		$0 Hold
3
– – ﹤0.01% 585
2018
Q3 		$0 Buy
+3
New +$160 ﹤0.01% 605

Other funds holding RWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

River Wealth Advisors's RWL Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2019, closing a stake of 3 shares.

River Wealth Advisors first reported a position in RWL in Q3 2018 and held it in 2 quarters. The position peaked at $0 in Q4 2018. 78 funds tracked by Wall St. Rank hold RWL as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 3 Invesco S&P 500 Revenue ETF shares in Q1 2019.
  • River Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q3 2018 and held it in 2 quarters.
  • River Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $0 in Q4 2018.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.