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

RiverTree 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
2022
Q2 		– Sell
-50,891
Closed -$4.11M – 38
2022
Q1 		$4.11M Buy
+50,891
New +$4.02M 2.76% 15

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RiverTree Advisors's RWL Position: Q2 2022 in Review

RiverTree Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2022, closing a stake of 50,891 shares — an estimated $4.11M sold.

RiverTree Advisors first reported a position in RWL in Q1 2022 and held it in 1 quarter. The position peaked at $4.11M in Q1 2022. 142 funds tracked by Wall St. Rank hold RWL as of Q2 2022.

  • RiverTree Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2022 after selling out during the quarter.
  • RiverTree Advisors sold 50,891 Invesco S&P 500 Revenue ETF shares in Q2 2022, an estimated $4.11M.
  • RiverTree Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2022 and held it in 1 quarter.
  • RiverTree Advisors's Invesco S&P 500 Revenue ETF position peaked at $4.11M in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2022.

Based on RiverTree Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.