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Spire Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Spire Wealth 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
2023
Q3 		– Sell
-54
Closed -$4.32K – 2454
2023
Q2 		$4.32K Buy
+54
New +$4.14K ﹤0.01% 2038

Other funds holding RWL

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

Spire Wealth Management's RWL Position: Q3 2023 in Review

Spire Wealth Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2023, closing a stake of 54 shares — an estimated $4.32K sold.

Spire Wealth Management first reported a position in RWL in Q2 2023 and held it in 1 quarter. The position peaked at $4.32K in Q2 2023. 169 funds tracked by Wall St. Rank hold RWL as of Q3 2023.

  • Spire Wealth Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 54 Invesco S&P 500 Revenue ETF shares in Q3 2023, an estimated $4.32K.
  • Spire Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and held it in 1 quarter.
  • Spire Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $4.32K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.