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

Transamerica Financial 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
2024 Q1	–	Sell	-343	Closed	-$30K	–	678
2023 Q4	$30K	Hold	343	–	–	﹤0.01%	307
2023 Q3	$27K	Hold	343	–	–	﹤0.01%	296
2023 Q2	$28K	Hold	343	–	–	﹤0.01%	276
2023 Q1	$27K	Hold	343	–	–	﹤0.01%	292
2022 Q4	$26K	Hold	343	–	–	﹤0.01%	297
2022 Q3	$24K	Hold	343	–	–	﹤0.01%	293
2022 Q2	$24K	Buy	+343	New	+$26K	﹤0.01%	291

Other funds holding RWL

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Transamerica Financial Advisors's RWL Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2024, closing a stake of 343 shares — an estimated $30K sold.

Transamerica Financial Advisors first reported a position in RWL in Q2 2022 and held it in 7 quarters. The position peaked at $30K in Q4 2023. 188 funds tracked by Wall St. Rank hold RWL as of Q1 2024.

Transamerica Financial Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2024 after selling out during the quarter.
Transamerica Financial Advisors sold 343 Invesco S&P 500 Revenue ETF shares in Q1 2024, an estimated $30K.
Transamerica Financial Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2022 and held it in 7 quarters.
Transamerica Financial Advisors's Invesco S&P 500 Revenue ETF position peaked at $30K in Q4 2023.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.