GWANC
EWSC

Guardian Wealth Advisors (North Carolina)’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-164
Closed -$11.3K – 424
2022
Q4 		$11.3K Hold
164
– – ﹤0.01% 310
2022
Q3 		$10K Hold
164
– – ﹤0.01% 291
2022
Q2 		$11K Buy
+164
New +$12.1K ﹤0.01% 286

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

Guardian Wealth Advisors (North Carolina)'s EWSC Position: Q1 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2023, closing a stake of 164 shares — an estimated $11.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EWSC in Q2 2022 and held it in 3 quarters. The position peaked at $11.3K in Q4 2022. 3 funds tracked by Wall St. Rank hold EWSC as of Q1 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 164 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2023, an estimated $11.3K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q2 2022 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $11.3K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 15 May 2023.