TCI Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

TCI Wealth 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
2022 Q4	–	Sell	-1,907	Closed	-$128K	–	2631
2022 Q3	$128K	Buy	+1,907	New	+$140K	0.02%	208
2014 Q3	–	Sell	-172	Closed	-$7K	–	912
2014 Q2	$7K	Hold	172	–	–	﹤0.01%	529
2014 Q1	$6K	Hold	172	–	–	﹤0.01%	522
2013 Q4	$6K	Hold	172	–	–	﹤0.01%	520
2013 Q3	$6K	Hold	172	–	–	﹤0.01%	466
2013 Q2	$5K	Buy	+172	New	+$5.37K	﹤0.01%	460

Other funds holding RWL

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FFW

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's RWL Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2022, closing a stake of 1,907 shares — an estimated $128K sold.

TCI Wealth Advisors first reported a position in RWL in Q2 2013 and held it in 6 quarters. The position peaked at $128K in Q3 2022. 150 funds tracked by Wall St. Rank hold RWL as of Q4 2022.

TCI Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 1,907 Invesco S&P 500 Revenue ETF shares in Q4 2022, an estimated $128K.
TCI Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2013 and held it in 6 quarters.
TCI Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $128K in Q3 2022.
150 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.