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Householder Group Estate & Retirement Specialist’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-6,697
Closed -$244K – 1299
2023
Q3 		$244K Buy
+6,697
New +$258K 0.09% 192

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RWJ Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2023, closing a stake of 6,697 shares — an estimated $244K sold.

Householder Group Estate & Retirement Specialist first reported a position in RWJ in Q3 2023 and held it in 1 quarter. The position peaked at $244K in Q3 2023. 174 funds tracked by Wall St. Rank hold RWJ as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 6,697 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2023, an estimated $244K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Invesco S&P SmallCap 600 Revenue ETF position peaked at $244K in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.