SQA
RWL icon

Simon Quick Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Simon Quick Advisors’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
2020
Q2 		– Sell
-41
Closed -$2K – 492
2020
Q1 		$2K Buy
+41
New +$2.2K ﹤0.01% 423

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Simon Quick Advisors's RWL Position: Q2 2020 in Review

Simon Quick Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2020, closing a stake of 41 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in RWL in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 86 funds tracked by Wall St. Rank hold RWL as of Q2 2020.

  • Simon Quick Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 41 Invesco S&P 500 Revenue ETF shares in Q2 2020, an estimated $2K.
  • Simon Quick Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q1 2020 and held it in 1 quarter.
  • Simon Quick Advisors's Invesco S&P 500 Revenue ETF position peaked at $2K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.