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

Kingsview 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
2024 Q2	–	Sell	-4,731	Closed	-$203K	–	1107
2024 Q1	$203K	Sell	4,731 -5,878	-55%	-$239K	0.01%	967
2023 Q4	$440K	Buy	10,609 +1,339	+14%	+$49.5K	0.01%	664
2023 Q3	$338K	Buy	9,270 +738	+9%	+$28.4K	0.01%	718
2023 Q2	$323K	Buy	8,532 +1,410	+20%	+$51.5K	0.01%	723
2023 Q1	$266K	Buy	+7,122	New	+$277K	0.01%	753

Other funds holding RWJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Kingsview Wealth Management's RWJ Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2024, closing a stake of 4,731 shares — an estimated $203K sold.

Kingsview Wealth Management first reported a position in RWJ in Q1 2023 and held it in 5 quarters. The position peaked at $440K in Q4 2023. 171 funds tracked by Wall St. Rank hold RWJ as of Q2 2024.

Kingsview Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 4,731 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2024, an estimated $203K.
Kingsview Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2023 and held it in 5 quarters.
Kingsview Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $440K in Q4 2023.
171 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.