CT
EWSC

Caldwell Trust’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Caldwell Trust’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
2020
Q1 		– Sell
-3,026
Closed -$172K – 824
2019
Q4 		$172K Buy
+3,026
New +$165K 0.03% 289

Other funds holding EWSC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Caldwell Trust's EWSC Position: Q1 2020 in Review

Caldwell Trust sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2020, closing a stake of 3,026 shares — an estimated $172K sold.

Caldwell Trust first reported a position in EWSC in Q4 2019 and held it in 1 quarter. The position peaked at $172K in Q4 2019. 14 funds tracked by Wall St. Rank hold EWSC as of Q1 2020.

  • Caldwell Trust reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
  • Caldwell Trust sold 3,026 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2020, an estimated $172K.
  • Caldwell Trust first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q4 2019 and held it in 1 quarter.
  • Caldwell Trust's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $172K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.