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

Jackson 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
2023
Q1 		– Sell
-38,748
Closed -$1.4M – 166
2022
Q4 		$1.4M Buy
+38,748
New +$1.41M 0.52% 54

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jackson Wealth Management's RWJ Position: Q1 2023 in Review

Jackson Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2023, closing a stake of 38,748 shares — an estimated $1.4M sold.

Jackson Wealth Management first reported a position in RWJ in Q4 2022 and held it in 1 quarter. The position peaked at $1.4M in Q4 2022. 139 funds tracked by Wall St. Rank hold RWJ as of Q1 2023.

  • Jackson Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 38,748 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2023, an estimated $1.4M.
  • Jackson Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2022 and held it in 1 quarter.
  • Jackson Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.4M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.