First Allied Advisory Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-1,845	Closed	-$39K	–	1537
2019 Q3	$39K	Buy	+1,845	New	+$37.8K	﹤0.01%	1389

Other funds holding RWJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

First Allied Advisory Services's RWJ Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2019, closing a stake of 1,845 shares — an estimated $39K sold.

First Allied Advisory Services first reported a position in RWJ in Q3 2019 and held it in 1 quarter. The position peaked at $39K in Q3 2019. 75 funds tracked by Wall St. Rank hold RWJ as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,845 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2019, an estimated $39K.
First Allied Advisory Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's Invesco S&P SmallCap 600 Revenue ETF position peaked at $39K in Q3 2019.
75 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.