IFAM
EWSC

Institutional & Family Asset Management’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Institutional & Family Asset Management’s Portfolio EWSC Stock Details EWSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,795
Closed -$469K – 970
2021
Q3 		$469K Buy
+5,795
New +$470K 0.08% 124

Other funds holding EWSC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Institutional & Family Asset Management's EWSC Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q4 2021, closing a stake of 5,795 shares — an estimated $469K sold.

Institutional & Family Asset Management first reported a position in EWSC in Q3 2021 and held it in 1 quarter. The position peaked at $469K in Q3 2021. 32 funds tracked by Wall St. Rank hold EWSC as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 5,795 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q4 2021, an estimated $469K.
  • Institutional & Family Asset Management first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $469K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.