RWB
RWL icon

RMR Wealth Builders’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-1,040
Closed -$72K – 593
2021
Q1 		$72K Buy
+1,040
New +$68.7K 0.02% 314

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RMR Wealth Builders's RWL Position: Q2 2021 in Review

RMR Wealth Builders sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2021, closing a stake of 1,040 shares — an estimated $72K sold.

RMR Wealth Builders first reported a position in RWL in Q1 2021 and held it in 1 quarter. The position peaked at $72K in Q1 2021. 106 funds tracked by Wall St. Rank hold RWL as of Q2 2021.

  • RMR Wealth Builders reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,040 Invesco S&P 500 Revenue ETF shares in Q2 2021, an estimated $72K.
  • RMR Wealth Builders first reported a position in Invesco S&P 500 Revenue ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Invesco S&P 500 Revenue ETF position peaked at $72K in Q1 2021.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.