If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Invesco S&P 500 Revenue ETF (RWL), a passively managed exchange traded fund launched on February 22, 2008.
Major equity indexes, including the S&P 500, continue hovering around all-time highs. If advisors and investors are going to quibble about anything, though, it's that the cap-weighted versions of those gauges aren't as diverse as they once were.
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco S&P 500 Revenue ETF (RWL) is a passively managed exchange traded fund launched on February 22, 2008.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 13,915 | $1.58M | $1.87M | $287,019.22 | 18.12% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 832,552 | $106.37M | $110.98M | $4.61M | 4.34% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 97,432 | $12.44M | $13.09M | $652,066.04 | 5.24% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 159,636 | $14.87M | $21.28M | $6.41M | 43.14% |
Landaas & Company Landaas & Co | 8,113 | $830,931.17 | $1.09M | $263,674.79 | 31.73% |
| ARCA Exchange | US Country |
The described company is a fund that focuses on investing a significant portion of its assets, at least 90%, into securities that are part of a specific underlying index. This underlying index is composed of the positive revenue-producing securities within the S&P 500® Index. By adhering to this strategy, the fund aims to replicate or closely follow the financial performance of the S&P 500® while focusing specifically on those companies that are currently generating positive revenue. This approach indicates an investment philosophy that leans towards value creation through investing in established, revenue-generating companies within the broader market index.
This product involves the fund investing primarily in the securities that make up its underlying index, which consists of revenue-positive companies within the S&P 500®. The fund's investment strategy is designed to mirror the performance of this select grouping of companies, aiming to offer investors exposure to these firms through a single investment vehicle. By focusing on companies that are actively generating positive revenue, the fund positions itself to potentially offer a more stable and possibly lucrative investment option compared to broader market investments.