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Rockbridge Investment Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Rockbridge Investment Management’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
-30
Closed -$2.42K – 772
2022
Q1 		$2.42K Buy
+30
New +$2.37K ﹤0.01% 686

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

Rockbridge Investment Management's RWL Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2022, closing a stake of 30 shares — an estimated $2.42K sold.

Rockbridge Investment Management first reported a position in RWL in Q1 2022 and held it in 1 quarter. The position peaked at $2.42K in Q1 2022. 142 funds tracked by Wall St. Rank hold RWL as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 30 Invesco S&P 500 Revenue ETF shares in Q2 2022, an estimated $2.42K.
  • Rockbridge Investment Management first reported a position in Invesco S&P 500 Revenue ETF in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's Invesco S&P 500 Revenue ETF position peaked at $2.42K in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.