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

Valeo 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
2021 Q2	–	Sell	-351	Closed	-$24K	–	1551
2021 Q1	$24K	Hold	351	–	–	﹤0.01%	1118
2020 Q4	$22K	Hold	351	–	–	﹤0.01%	1004
2020 Q3	$19K	Hold	351	–	–	﹤0.01%	931
2020 Q2	$18K	Buy	+351	New	+$17.3K	﹤0.01%	1102

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B 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

Valeo Financial Advisors's RWL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q2 2021, closing a stake of 351 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in RWL in Q2 2020 and held it in 4 quarters. The position peaked at $24K in Q1 2021. 106 funds tracked by Wall St. Rank hold RWL as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 351 Invesco S&P 500 Revenue ETF shares in Q2 2021, an estimated $24K.
Valeo Financial Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's Invesco S&P 500 Revenue ETF position peaked at $24K in Q1 2021.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.