Bridge Advisory’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Bridge Advisory’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
2023 Q1	–	Sell	-6,247	Closed	-$432K	–	138
2022 Q4	$432K	Buy	+6,247	New	+$437K	0.18%	86
2022 Q3	–	Sell	-3,142	Closed	-$214K	–	127
2022 Q2	$214K	Buy	+3,142	New	+$231K	0.1%	111

Other funds holding EWSC

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bridge Advisory's EWSC Position: Q1 2023 in Review

Bridge Advisory sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2023, closing a stake of 6,247 shares — an estimated $432K sold.

Bridge Advisory first reported a position in EWSC in Q2 2022 and held it in 2 quarters. The position peaked at $432K in Q4 2022. 3 funds tracked by Wall St. Rank hold EWSC as of Q1 2023.

Bridge Advisory reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
Bridge Advisory sold 6,247 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2023, an estimated $432K.
Bridge Advisory first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q2 2022 and held it in 2 quarters.
Bridge Advisory's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $432K in Q4 2022.
3 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2023.

Based on Bridge Advisory's 13F filing for Q1 2023, filed 14 Apr 2023.