AWM
EWSC

AE Wealth Management’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

AE Wealth Management’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
2021
Q4 		– Sell
-33,034
Closed -$2.67M – 1816
2021
Q3 		$2.67M Buy
+33,034
New +$2.68M 0.02% 550

Other funds holding EWSC

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AE Wealth Management's EWSC Position: Q4 2021 in Review

AE Wealth Management sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q4 2021, closing a stake of 33,034 shares — an estimated $2.67M sold.

AE Wealth Management first reported a position in EWSC in Q3 2021 and held it in 1 quarter. The position peaked at $2.67M in Q3 2021. 32 funds tracked by Wall St. Rank hold EWSC as of Q4 2021.

  • AE Wealth Management reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q4 2021 after selling out during the quarter.
  • AE Wealth Management sold 33,034 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q4 2021, an estimated $2.67M.
  • AE Wealth Management first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2021 and held it in 1 quarter.
  • AE Wealth Management's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $2.67M in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.