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Cedar Brook Financial Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-4,872
Closed -$209K – 320
2024
Q1 		$209K Buy
+4,872
New +$198K 0.04% 415

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FFW
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RJFSA
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Bank of America
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Commonwealth Equity Services
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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

Cedar Brook Financial Partners's RWJ Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2024, closing a stake of 4,872 shares — an estimated $209K sold.

Cedar Brook Financial Partners first reported a position in RWJ in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 171 funds tracked by Wall St. Rank hold RWJ as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,872 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2024, an estimated $209K.
  • Cedar Brook Financial Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and held it in 1 quarter.
  • Cedar Brook Financial Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $209K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.