TD Private Client Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

TD Private Client Wealth’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
2021 Q4	–	Sell	-148	Closed	-$10.8K	–	1264
2021 Q3	$10.8K	Hold	148	–	–	﹤0.01%	911
2021 Q2	$10.9K	Sell	148 -445	-75%	-$32.5K	﹤0.01%	909
2021 Q1	$41.2K	Hold	593	–	–	﹤0.01%	737
2020 Q4	$36.9K	Hold	593	–	–	﹤0.01%	699
2020 Q3	$32K	Hold	593	–	–	﹤0.01%	676
2020 Q2	$30.3K	Hold	593	–	–	﹤0.01%	675
2020 Q1	$26K	Hold	593	–	–	﹤0.01%	659
2019 Q4	$34.6K	Buy	+593	New	+$33.3K	﹤0.01%	660

Other funds holding RWL

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

FFW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

TD Private Client Wealth's RWL Position: Q4 2021 in Review

TD Private Client Wealth sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2021, closing a stake of 148 shares — an estimated $10.8K sold.

TD Private Client Wealth first reported a position in RWL in Q4 2019 and held it in 8 quarters. The position peaked at $41.2K in Q1 2021. 127 funds tracked by Wall St. Rank hold RWL as of Q4 2021.

TD Private Client Wealth reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 148 Invesco S&P 500 Revenue ETF shares in Q4 2021, an estimated $10.8K.
TD Private Client Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's Invesco S&P 500 Revenue ETF position peaked at $41.2K in Q1 2021.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.