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Advisor Resource Council’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Advisor Resource Council’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,300
Closed -$258K – 466
2021
Q4 		$258K Buy
+6,300
New +$257K 0.02% 485
2021
Q3 		– Sell
-10,299
Closed -$414K – 428
2021
Q2 		$414K Buy
+10,299
New +$407K 0.04% 339

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Resource Council's RWJ Position: Q1 2022 in Review

Advisor Resource Council sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2022, closing a stake of 6,300 shares — an estimated $258K sold.

Advisor Resource Council first reported a position in RWJ in Q2 2021 and held it in 2 quarters. The position peaked at $414K in Q2 2021. 122 funds tracked by Wall St. Rank hold RWJ as of Q1 2022.

  • Advisor Resource Council reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor Resource Council sold 6,300 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2022, an estimated $258K.
  • Advisor Resource Council first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2021 and held it in 2 quarters.
  • Advisor Resource Council's Invesco S&P SmallCap 600 Revenue ETF position peaked at $414K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.