SEI Investments
RWL icon

SEI Investments’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-678
Closed -$34K – 3264
2018
Q2 		$34K Buy
+678
New +$34.5K ﹤0.01% 2631
2016
Q4 		– Sell
-588
Closed -$25K – 3034
2016
Q3 		$25K Sell
588
-2,123
-78% -$88.7K ﹤0.01% 2222
2016
Q2 		$111K Buy
+2,711
New +$109K ﹤0.01% 1708
2015
Q3 		– Sell
-26
Closed -$1K – 2565
2015
Q2 		$1K Sell
26
-267
-91% -$11.1K ﹤0.01% 2190
2015
Q1 		$12K Buy
+293
New +$12K ﹤0.01% 1882

Other funds holding RWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return