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

Tradition 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 Q4	–	Sell	-71	Closed	-$6K	–	1353
2023 Q3	$6K	Hold	71	–	–	﹤0.01%	1139
2023 Q2	$6K	Buy	+71	New	+$5.45K	﹤0.01%	1169

Other funds holding RWL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Tradition Wealth Management's RWL Position: Q4 2023 in Review

Tradition Wealth Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2023, closing a stake of 71 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in RWL in Q2 2023 and held it in 2 quarters. The position peaked at $6K in Q3 2023. 173 funds tracked by Wall St. Rank hold RWL as of Q4 2023.

Tradition Wealth Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 71 Invesco S&P 500 Revenue ETF shares in Q4 2023, an estimated $6K.
Tradition Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $6K in Q3 2023.
173 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.