Hudock Inc’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Hudock Inc’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 Q4	–	Sell	-3,513	Closed	-$112K	–	603
2022 Q3	$112K	Buy	3,513 +9	+0.3%	+$326	0.04%	193
2022 Q2	$119K	Buy	3,504 +9	+0.3%	+$338	0.04%	192
2022 Q1	$139K	Buy	3,495 +6	+0.2%	+$239	0.04%	190
2021 Q4	$143K	Buy	3,489 +6	+0.2%	+$245	0.04%	199
2021 Q3	$135K	Buy	3,483 +6	+0.2%	+$232	0.04%	197
2021 Q2	$139K	Buy	3,477 +3	+0.1%	+$119	0.04%	191
2021 Q1	$131K	Buy	3,474 +6	+0.2%	+$205	0.04%	188
2020 Q4	$93K	Buy	3,468 +6	+0.2%	+$144	0.03%	223
2020 Q3	$68K	Buy	3,462 +6	+0.2%	+$120	0.03%	236
2020 Q2	$63K	Buy	3,456 +12	+0.3%	+$199	0.02%	239
2020 Q1	$48K	Buy	3,444 +729	+27%	+$14K	0.02%	232
2019 Q4	$61K	Buy	2,715 +15	+0.6%	+$328	0.02%	227
2019 Q3	$57K	Buy	2,700 +9	+0.3%	+$184	0.02%	232
2019 Q2	$56K	Buy	2,691 +6	+0.2%	+$128	0.02%	231
2019 Q1	$58K	Buy	2,685 +135	+5%	+$2.96K	0.02%	225
2018 Q4	$48K	Sell	2,550 -2,016	-44%	-$44.5K	0.02%	226
2018 Q3	$114K	Hold	4,566	–	–	0.04%	149
2018 Q2	$111K	Buy	4,566 +2,103	+85%	+$50.4K	0.04%	146
2018 Q1	$55K	Buy	2,463 +9	+0.4%	+$209	0.02%	225
2017 Q4	$57K	Buy	2,454 +603	+33%	+$13.7K	0.02%	223
2017 Q3	$42K	Buy	1,851 +189	+11%	+$4.06K	0.02%	261
2017 Q2	$36K	Buy	1,662 +747	+82%	+$16.3K	0.02%	272
2017 Q1	$20K	Buy	+915	New	+$20.4K	0.01%	320

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hudock Inc's RWJ Position: Q4 2022 in Review

Hudock Inc sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2022, closing a stake of 3,513 shares — an estimated $112K sold.

Hudock Inc first reported a position in RWJ in Q1 2017 and held it in 23 quarters. The position peaked at $143K in Q4 2021. 137 funds tracked by Wall St. Rank hold RWJ as of Q4 2022.

Hudock Inc reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 3,513 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2022, an estimated $112K.
Hudock Inc first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2017 and held it in 23 quarters.
Hudock Inc's Invesco S&P SmallCap 600 Revenue ETF position peaked at $143K in Q4 2021.
137 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.