Synovus Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Synovus Financial’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 Q4	–	Sell	-7,356	Closed	-$575K	–	869
2023 Q3	$575K	Sell	7,356 -62	-0.8%	-$5K	0.01%	575
2023 Q2	$593K	Buy	7,418 +41	+0.6%	+$3.15K	0.01%	565
2023 Q1	$561K	Buy	+7,377	New	+$561K	0.01%	577
2020 Q2	–	Sell	-23	Closed	-$1K	–	2038
2020 Q1	$1K	Buy	+23	New	+$1.24K	﹤0.01%	2065

Other funds holding RWL

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Synovus Financial's RWL Position: Q4 2023 in Review

Synovus Financial sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2023, closing a stake of 7,356 shares — an estimated $575K sold.

Synovus Financial first reported a position in RWL in Q1 2020 and held it in 4 quarters. The position peaked at $593K in Q2 2023. 173 funds tracked by Wall St. Rank hold RWL as of Q4 2023.

Synovus Financial reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2023 after selling out during the quarter.
Synovus Financial sold 7,356 Invesco S&P 500 Revenue ETF shares in Q4 2023, an estimated $575K.
Synovus Financial first reported a position in Invesco S&P 500 Revenue ETF in Q1 2020 and held it in 4 quarters.
Synovus Financial's Invesco S&P 500 Revenue ETF position peaked at $593K in Q2 2023.
173 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2023.

Based on Synovus Financial's 13F filing for Q4 2023, filed 14 Feb 2024.