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Tyler-Stone Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-432
Closed -$40K – 809
2024
Q2 		$40K Buy
432
+111
+35% +$10.2K 0.02% 406
2024
Q1 		$30.1K Sell
321
-152
-32% -$13.4K 0.01% 448
2023
Q4 		$40.4K Buy
473
+278
+143% +$22.3K 0.02% 394
2023
Q3 		$15K Buy
+195
New +$15.7K 0.01% 533

Other funds holding RWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Tyler-Stone Wealth Management's RWL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2024, closing a stake of 432 shares — an estimated $40K sold.

Tyler-Stone Wealth Management first reported a position in RWL in Q3 2023 and held it in 4 quarters. The position peaked at $40.4K in Q4 2023. 204 funds tracked by Wall St. Rank hold RWL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 432 Invesco S&P 500 Revenue ETF shares in Q3 2024, an estimated $40K.
  • Tyler-Stone Wealth Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Invesco S&P 500 Revenue ETF position peaked at $40.4K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.