IFWM
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Institute for Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-1,395
Closed -$32K – 619
2019
Q4 		$32K Buy
+1,395
New +$30.5K 0.01% 540

Other funds holding RWJ

FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Institute for Wealth Management's RWJ Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2020, closing a stake of 1,395 shares — an estimated $32K sold.

Institute for Wealth Management first reported a position in RWJ in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 68 funds tracked by Wall St. Rank hold RWJ as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,395 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2020, an estimated $32K.
  • Institute for Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $32K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.