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Winslow Evans & Crocker’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Winslow Evans & Crocker’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 		$112K Buy
1,802
+350
+24% +$20.6K 0.02% 417
2020
Q3 		$78K Hold
1,452
– – 0.02% 393
2020
Q2 		$74K Hold
1,452
– – 0.02% 400
2020
Q1 		$64K Hold
1,452
– – 0.02% 394
2019
Q4 		$86K Sell
1,452
-372
-20% -$20.9K 0.02% 415
2019
Q3 		$100K Hold
1,824
– – 0.03% 398
2019
Q2 		$98K Hold
1,824
– – 0.03% 401
2019
Q1 		$96K Hold
1,824
– – 0.03% 391
2018
Q4 		$86K Hold
1,824
– – 0.03% 383
2018
Q3 		$100K Hold
1,824
– – 0.03% 373
2018
Q2 		$94K Hold
1,824
– – 0.03% 378
2018
Q1 		$90.9K Hold
1,824
– – 0.03% 369
2017
Q4 		$93.7K Hold
1,824
– – 0.03% 378
2017
Q3 		$87.4K Sell
1,824
-350
-16% -$16.4K 0.03% 382
2017
Q2 		$101K Hold
2,174
– – 0.03% 434
2017
Q1 		$98.9K Sell
2,174
-1,684
-44% -$75.7K 0.03% 419
2016
Q4 		$168K Sell
3,858
-230
-6% -$9.75K 0.05% 311
2016
Q3 		$171K Sell
4,088
-284
-6% -$11.9K 0.05% 317
2016
Q2 		$178K Sell
4,372
-73
-2% -$2.94K 0.05% 295
2016
Q1 		$179K Sell
4,445
-1,957
-31% -$74.1K 0.05% 288
2015
Q4 		$252K Buy
6,402
+602
+10% +$23.9K 0.07% 259
2015
Q3 		$219K Buy
5,800
+1,260
+28% +$50.2K 0.07% 261
2015
Q2 		$186K Hold
4,540
– – 0.05% 318
2015
Q1 		$188K Sell
4,540
-100
-2% -$4.1K 0.05% 308
2014
Q4 		$189K Hold
4,640
– – 0.05% 293
2014
Q3 		$180K Hold
4,640
– – 0.05% 320
2014
Q2 		$179K Sell
4,640
-555
-11% -$20.9K 0.06% 275
2014
Q1 		$192K Sell
5,195
-158
-3% -$5.69K 0.07% 266
2013
Q4 		$195K Buy
+5,353
New +$186K 0.07% 282

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

Winslow Evans & Crocker's RWL Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Invesco S&P 500 Revenue ETF (RWL) stake by 24% in Q4 2020, buying an estimated $20.6K and bringing the position to 1,802 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #417.

Winslow Evans & Crocker first reported a position in RWL in Q4 2013 and has held it in 29 quarters since. The position peaked at $252K in Q4 2015. 95 funds tracked by Wall St. Rank hold RWL as of Q4 2020.

  • Winslow Evans & Crocker held 1,802 shares of Invesco S&P 500 Revenue ETF worth $112K as of Q4 2020.
  • Winslow Evans & Crocker bought 350 Invesco S&P 500 Revenue ETF shares in Q4 2020, an estimated $20.6K.
  • Invesco S&P 500 Revenue ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #417 holding.
  • Winslow Evans & Crocker first reported a position in Invesco S&P 500 Revenue ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Invesco S&P 500 Revenue ETF position peaked at $252K in Q4 2015.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.