Ameritas Investment Company’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-738	Closed	-$28K	–	1809
2021 Q1	$28K	Buy	+738	New	+$25.2K	﹤0.01%	1151
2020 Q2	–	Sell	-4,008	Closed	-$56K	–	1344
2020 Q1	$56K	Buy	+4,008	New	+$77.1K	0.01%	659
2019 Q4	–	Sell	-8,979	Closed	-$191K	–	1372
2019 Q3	$191K	Buy	+8,979	New	+$184K	0.04%	331
2019 Q1	–	Sell	-1,710	Closed	-$33K	–	1631
2018 Q4	$33K	Buy	+1,710	New	+$37.7K	0.01%	706

Other funds holding RWJ

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Ameritas Investment Company's RWJ Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2021, closing a stake of 738 shares — an estimated $28K sold.

Ameritas Investment Company first reported a position in RWJ in Q4 2018 and held it in 4 quarters. The position peaked at $191K in Q3 2019. 101 funds tracked by Wall St. Rank hold RWJ as of Q2 2021.

Ameritas Investment Company reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 738 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2021, an estimated $28K.
Ameritas Investment Company first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's Invesco S&P SmallCap 600 Revenue ETF position peaked at $191K in Q3 2019.
101 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.