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

Wipfli 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
2022 Q3	$67K	Buy	+1,000	New	+$73.5K	﹤0.01%	937

Other funds holding RWL

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Wipfli Financial Advisors's RWL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q3 2022: 1,000 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

143 funds tracked by Wall St. Rank hold RWL as of Q3 2022.

Wipfli Financial Advisors held 1,000 shares of Invesco S&P 500 Revenue ETF worth $67K as of Q3 2022.
Invesco S&P 500 Revenue ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #937 holding.
143 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.