IA
EWRS

IFP Advisors’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

IFP Advisors’s Portfolio EWRS Stock Details EWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$15K – 4375
2016
Q4 		$15K Buy
+300
New +$15K ﹤0.01% 2688

Other funds holding EWRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's EWRS Position: Q1 2017 in Review

IFP Advisors sold out of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) in Q1 2017, closing a stake of 300 shares — an estimated $15K sold.

IFP Advisors first reported a position in EWRS in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 18 funds tracked by Wall St. Rank hold EWRS as of Q1 2017.

  • IFP Advisors reported no remaining GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position as of Q1 2017 after selling out during the quarter.
  • IFP Advisors sold 300 GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF shares in Q1 2017, an estimated $15K.
  • IFP Advisors first reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in Q4 2016 and held it in 1 quarter.
  • IFP Advisors's GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position peaked at $15K in Q4 2016.
  • 18 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q1 2017.

Based on IFP Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.