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

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-435
Closed -$16K – 921
2021
Q3 		$16K Buy
+435
New +$16.8K ﹤0.01% 560

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 $1.51B AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's RWJ Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2021, closing a stake of 435 shares — an estimated $16K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in RWJ in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 121 funds tracked by Wall St. Rank hold RWJ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 435 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2021, an estimated $16K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $16K in Q3 2021.
  • 121 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.