WCG
RWL icon

Weaver Consulting Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-731
Closed -$39K – 734
2020
Q3 		$39K Hold
731
– – 0.02% 293
2020
Q2 		$37K Hold
731
– – 0.02% 298
2020
Q1 		$32K Sell
731
-500
-41% -$26.9K 0.02% 271
2019
Q4 		$66K Hold
1,231
– – 0.04% 207
2019
Q3 		$67K Hold
1,231
– – 0.04% 203
2019
Q2 		$66K Sell
1,231
-1,038
-46% -$54.3K 0.04% 194
2019
Q1 		$119K Buy
+2,269
New +$115K 0.03% 296

Other funds holding RWL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Weaver Consulting Group's RWL Position: Q4 2020 in Review

Weaver Consulting Group sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2020, closing a stake of 731 shares — an estimated $39K sold.

Weaver Consulting Group first reported a position in RWL in Q1 2019 and held it in 7 quarters. The position peaked at $119K in Q1 2019. 95 funds tracked by Wall St. Rank hold RWL as of Q4 2020.

  • Weaver Consulting Group reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 731 Invesco S&P 500 Revenue ETF shares in Q4 2020, an estimated $39K.
  • Weaver Consulting Group first reported a position in Invesco S&P 500 Revenue ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Invesco S&P 500 Revenue ETF position peaked at $119K in Q1 2019.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.