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Hyperion Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Hyperion Partners’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
2024
Q3 		$15.9M Buy
348,534
+14,873
+4% +$643K 10.17% 2
2024
Q2 		$13.4M Buy
333,661
+18,884
+6% +$772K 9.54% 3
2024
Q1 		$13.5M Buy
314,777
+11,622
+4% +$473K 9.87% 2
2023
Q4 		$12.6M Buy
303,155
+6,600
+2% +$244K 9.95% 2
2023
Q3 		$10.8M Buy
296,555
+9,233
+3% +$355K 9.32% 2
2023
Q2 		$10.9M Buy
287,322
+9,999
+4% +$365K 9.16% 2
2023
Q1 		$10.4M Buy
277,323
+6,312
+2% +$245K 9.31% 2
2022
Q4 		$9.8M Buy
+271,011
New +$9.85M 9.37% 2

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $501B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return