Jones Financial Companies’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Jones Financial Companies’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
2022 Q1	–	Sell	-324	Closed	-$27K	–	866
2021 Q4	$27K	Hold	324	–	–	﹤0.01%	429
2021 Q3	$26K	Hold	324	–	–	﹤0.01%	399
2021 Q2	$27K	Hold	324	–	–	﹤0.01%	374
2021 Q1	$26K	Buy	+324	New	+$24.6K	﹤0.01%	429

Other funds holding EWSC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RAM

Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

Jones Financial Companies's EWSC Position: Q1 2022 in Review

Jones Financial Companies sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2022, closing a stake of 324 shares — an estimated $27K sold.

Jones Financial Companies first reported a position in EWSC in Q1 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 28 funds tracked by Wall St. Rank hold EWSC as of Q1 2022.

Jones Financial Companies reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
Jones Financial Companies sold 324 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2022, an estimated $27K.
Jones Financial Companies first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q1 2021 and held it in 4 quarters.
Jones Financial Companies's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $27K in Q4 2021.
28 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2022.

Based on Jones Financial Companies's 13F filing for Q1 2022, filed 2 May 2022.