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

Arkadios Wealth Advisors’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
2022 Q4	–	Sell	-4,575	Closed	-$288K	–	595
2022 Q3	$288K	Buy	+4,575	New	+$327K	0.04%	387
2021 Q4	–	Sell	-335	Closed	-$27K	–	1903
2021 Q3	$27K	Buy	+335	New	+$27.2K	﹤0.01%	1110

Other funds holding EWSC

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

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

RJFSA

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RAM

Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

Arkadios Wealth Advisors's EWSC Position: Q4 2022 in Review

Arkadios Wealth Advisors sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q4 2022, closing a stake of 4,575 shares — an estimated $288K sold.

Arkadios Wealth Advisors first reported a position in EWSC in Q3 2021 and held it in 2 quarters. The position peaked at $288K in Q3 2022. 30 funds tracked by Wall St. Rank hold EWSC as of Q4 2022.

Arkadios Wealth Advisors reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,575 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q4 2022, an estimated $288K.
Arkadios Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $288K in Q3 2022.
30 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q4 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.