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

V 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
2018 Q4	–	Sell	-4,479	Closed	-$242K	–	230
2018 Q3	$242K	Sell	4,479 -1,537	-26%	-$81.7K	0.11%	192
2018 Q2	$313K	Buy	+6,016	New	+$306K	0.18%	142

Other funds holding RWL

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

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

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

FFW

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

V Wealth Advisors's RWL Position: Q4 2018 in Review

V Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2018, closing a stake of 4,479 shares — an estimated $242K sold.

V Wealth Advisors first reported a position in RWL in Q2 2018 and held it in 2 quarters. The position peaked at $313K in Q2 2018. 76 funds tracked by Wall St. Rank hold RWL as of Q4 2018.

V Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2018 after selling out during the quarter.
V Wealth Advisors sold 4,479 Invesco S&P 500 Revenue ETF shares in Q4 2018, an estimated $242K.
V Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2018 and held it in 2 quarters.
V Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $313K in Q2 2018.
76 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2018.

Based on V Wealth Advisors's 13F filing for Q4 2018, filed 24 Jan 2019.