IPW
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Impact Partnership Wealth’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-291
Closed -$11K – 1169
2023
Q2 		$11K Buy
+291
New +$10.6K ﹤0.01% 412

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Impact Partnership Wealth's RWJ Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2023, closing a stake of 291 shares — an estimated $11K sold.

Impact Partnership Wealth first reported a position in RWJ in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 152 funds tracked by Wall St. Rank hold RWJ as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 291 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2023, an estimated $11K.
  • Impact Partnership Wealth first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Invesco S&P SmallCap 600 Revenue ETF position peaked at $11K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.