Ken Fisher
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Ken Fisher’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Ken Fisher’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
2024
Q1 		– Sell
-5,888
Closed -$244K – 1045
2023
Q4 		$244K Buy
+5,888
New +$218K ﹤0.01% 910

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ken Fisher's RWJ Position: Q1 2024 in Review

Ken Fisher sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2024, closing a stake of 5,888 shares — an estimated $244K sold.

Ken Fisher first reported a position in RWJ in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 177 funds tracked by Wall St. Rank hold RWJ as of Q1 2024.

  • Ken Fisher reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 5,888 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2024, an estimated $244K.
  • Ken Fisher first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2023 and held it in 1 quarter.
  • Ken Fisher's Invesco S&P SmallCap 600 Revenue ETF position peaked at $244K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.