Advisor Group’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Advisor Group’s Portfolio EWSC Stock Details EWSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$42K	Buy	749 +1	+0.1%	+$55	﹤0.01%	3530
2019 Q3	$39K	Sell	748 -173	-19%	-$9.09K	﹤0.01%	3565
2019 Q2	$50K	Sell	921 -327	-26%	-$17.5K	﹤0.01%	3366
2019 Q1	$68K	Buy	1,248 +380	+44%	+$20.5K	﹤0.01%	3166
2018 Q4	$41K	Buy	868 +318	+58%	+$17.1K	﹤0.01%	3336
2018 Q3	$33K	Hold	550	–	–	﹤0.01%	3578
2018 Q2	$33K	Buy	+550	New	+$31.6K	﹤0.01%	3407

Other funds holding EWSC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Advisor Group's EWSC Position: Q4 2019 in Review

Advisor Group increased its Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) stake by 0.13% in Q4 2019, buying an estimated $55 and bringing the position to 749 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3530.

Advisor Group first reported a position in EWSC in Q2 2018 and has held it in 7 quarters since. The position peaked at $68K in Q1 2019. 18 funds tracked by Wall St. Rank hold EWSC as of Q4 2019.

Advisor Group held 749 shares of Invesco S&P SmallCap 600 Equal Weight ETF worth $42K as of Q4 2019.
Advisor Group bought 1 Invesco S&P SmallCap 600 Equal Weight ETF share in Q4 2019, an estimated $55.
Invesco S&P SmallCap 600 Equal Weight ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3530 holding.
Advisor Group first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q2 2018 and has held it in 7 quarters since.
Advisor Group's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $68K in Q1 2019.
18 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.