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Bright Futures Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Bright Futures Wealth Management’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
2024
Q3 		– Sell
-5,343
Closed -$227K – 236
2024
Q2 		$227K Hold
5,343
– – 0.12% 184
2024
Q1 		$212K Buy
+5,343
New +$217K 0.11% 190

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bright Futures Wealth Management's RWJ Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2024, closing a stake of 5,343 shares — an estimated $227K sold.

Bright Futures Wealth Management first reported a position in RWJ in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q2 2024. 181 funds tracked by Wall St. Rank hold RWJ as of Q3 2024.

  • Bright Futures Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 5,343 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2024, an estimated $227K.
  • Bright Futures Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $227K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.