Sargent Bickham Lagudis’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-60	Closed	-$4K	–	1086
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	814
2022 Q2	$4K	Sell	60 -590	-91%	-$44.7K	﹤0.01%	834
2022 Q1	$52K	Buy	+650	New	+$51.3K	﹤0.01%	445

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sargent Bickham Lagudis's RWL Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2022, closing a stake of 60 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in RWL in Q1 2022 and held it in 3 quarters. The position peaked at $52K in Q1 2022. 150 funds tracked by Wall St. Rank hold RWL as of Q4 2022.

Sargent Bickham Lagudis reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 60 Invesco S&P 500 Revenue ETF shares in Q4 2022, an estimated $4K.
Sargent Bickham Lagudis first reported a position in Invesco S&P 500 Revenue ETF in Q1 2022 and held it in 3 quarters.
Sargent Bickham Lagudis's Invesco S&P 500 Revenue ETF position peaked at $52K in Q1 2022.
150 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.