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

Cornerstone 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
2019
Q3 		– Sell
-22,296
Closed -$466K – 368
2019
Q2 		$466K Buy
+22,296
New +$477K 0.08% 215

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Cornerstone Wealth Management's RWJ Position: Q3 2019 in Review

Cornerstone Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2019, closing a stake of 22,296 shares — an estimated $466K sold.

Cornerstone Wealth Management first reported a position in RWJ in Q2 2019 and held it in 1 quarter. The position peaked at $466K in Q2 2019. 64 funds tracked by Wall St. Rank hold RWJ as of Q3 2019.

  • Cornerstone Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 22,296 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2019, an estimated $466K.
  • Cornerstone Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2019 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $466K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2019.

Based on Cornerstone Wealth Management's 13F filing for Q3 2019, filed 29 Oct 2019.