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Seaview Investment Managers’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Seaview Investment Managers’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
2023
Q2 		– Sell
-40,046
Closed -$3.05M – 118
2023
Q1 		$3.05M Buy
40,046
+414
+1% +$31.5K 1.05% 37
2022
Q4 		$2.93M Buy
+39,632
New +$2.93M 1.17% 36

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Seaview Investment Managers's RWL Position: Q2 2023 in Review

Seaview Investment Managers sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2023, closing a stake of 40,046 shares — an estimated $3.05M sold.

Seaview Investment Managers first reported a position in RWL in Q4 2022 and held it in 2 quarters. The position peaked at $3.05M in Q1 2023. 160 funds tracked by Wall St. Rank hold RWL as of Q2 2023.

  • Seaview Investment Managers reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2023 after selling out during the quarter.
  • Seaview Investment Managers sold 40,046 Invesco S&P 500 Revenue ETF shares in Q2 2023, an estimated $3.05M.
  • Seaview Investment Managers first reported a position in Invesco S&P 500 Revenue ETF in Q4 2022 and held it in 2 quarters.
  • Seaview Investment Managers's Invesco S&P 500 Revenue ETF position peaked at $3.05M in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2023.

Based on Seaview Investment Managers's 13F filing for Q2 2023, filed 10 Aug 2023.