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Foresight Capital Management Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Foresight Capital Management Advisors’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
2022
Q2 		– Sell
-57
Closed -$2K – 120
2022
Q1 		$2K Sell
57
-5,763
-99% -$230K ﹤0.01% 138
2021
Q4 		$239K Buy
+5,820
New +$238K 0.23% 45

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foresight Capital Management Advisors's RWJ Position: Q2 2022 in Review

Foresight Capital Management Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2022, closing a stake of 57 shares — an estimated $2K sold.

Foresight Capital Management Advisors first reported a position in RWJ in Q4 2021 and held it in 2 quarters. The position peaked at $239K in Q4 2021. 120 funds tracked by Wall St. Rank hold RWJ as of Q2 2022.

  • Foresight Capital Management Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2022 after selling out during the quarter.
  • Foresight Capital Management Advisors sold 57 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2022, an estimated $2K.
  • Foresight Capital Management Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2021 and held it in 2 quarters.
  • Foresight Capital Management Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $239K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.