Global Retirement Partners’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Global Retirement Partners’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
2023 Q1	–	Sell	-50	Closed	-$3.46K	–	3375
2022 Q4	$3.46K	Hold	50	–	–	﹤0.01%	2154
2022 Q3	$4K	Buy	+50	New	+$3.57K	﹤0.01%	2056

Other funds holding EWSC

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Global Retirement Partners's EWSC Position: Q1 2023 in Review

Global Retirement Partners sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2023, closing a stake of 50 shares — an estimated $3.46K sold.

Global Retirement Partners first reported a position in EWSC in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 3 funds tracked by Wall St. Rank hold EWSC as of Q1 2023.

Global Retirement Partners reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 50 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2023, an estimated $3.46K.
Global Retirement Partners first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2022 and held it in 2 quarters.
Global Retirement Partners's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $4K in Q3 2022.
3 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.