Bank of America
EWSC

Bank of America’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Bank of America’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
Q1 		– Sell
-80
Closed -$5K – 7921
2020
Q4 		$5K Sell
80
-584
-88% -$33.2K ﹤0.01% 6836
2020
Q3 		$32K Sell
664
-661
-50% -$32.2K ﹤0.01% 6173
2020
Q2 		$61K Buy
1,325
+131
+11% +$5.51K ﹤0.01% 5888
2020
Q1 		$42K Buy
1,194
+62
+5% +$3.04K ﹤0.01% 5939
2019
Q4 		$64K Sell
1,132
-99
-8% -$5.41K ﹤0.01% 6179
2019
Q3 		$66K Buy
1,231
+29
+2% +$1.52K ﹤0.01% 6216
2019
Q2 		$64K Sell
1,202
-259
-18% -$13.9K ﹤0.01% 6205
2019
Q1 		$79K Sell
1,461
-137
-9% -$7.38K ﹤0.01% 5994
2018
Q4 		$77K Sell
1,598
-732
-31% -$39.5K ﹤0.01% 6045
2018
Q3 		$143K Buy
2,330
+293
+14% +$18.1K ﹤0.01% 5677
2018
Q2 		$121K Buy
+2,037
New +$117K ﹤0.01% 5693

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 $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America's EWSC Position: Q1 2021 in Review

Bank of America sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2021, closing a stake of 80 shares — an estimated $5K sold.

Bank of America first reported a position in EWSC in Q2 2018 and held it in 11 quarters. The position peaked at $143K in Q3 2018. 23 funds tracked by Wall St. Rank hold EWSC as of Q1 2021.

  • Bank of America reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
  • Bank of America sold 80 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2021, an estimated $5K.
  • Bank of America first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q2 2018 and held it in 11 quarters.
  • Bank of America's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $143K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2021.

Based on Bank of America's 13F filing for Q1 2021, filed 14 May 2021.