DI
EWSC

Disciplined Investments’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Disciplined Investments’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
Q4 		– Sell
-181
Closed -$9K – 427
2020
Q3 		$9K Buy
+181
New +$8.81K 0.01% 268

Other funds holding EWSC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Disciplined Investments's EWSC Position: Q4 2020 in Review

Disciplined Investments sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q4 2020, closing a stake of 181 shares — an estimated $9K sold.

Disciplined Investments first reported a position in EWSC in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 18 funds tracked by Wall St. Rank hold EWSC as of Q4 2020.

  • Disciplined Investments reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 181 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q4 2020, an estimated $9K.
  • Disciplined Investments first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2020 and held it in 1 quarter.
  • Disciplined Investments's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $9K in Q3 2020.
  • 18 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.