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Legacy Capital Group California’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-28,473
Closed -$1.06M – 290
2023
Q1 		$1.06M Buy
+28,473
New +$1.11M 0.52% 45

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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Legacy Capital Group California's RWJ Position: Q2 2023 in Review

Legacy Capital Group California sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2023, closing a stake of 28,473 shares — an estimated $1.06M sold.

Legacy Capital Group California first reported a position in RWJ in Q1 2023 and held it in 1 quarter. The position peaked at $1.06M in Q1 2023. 144 funds tracked by Wall St. Rank hold RWJ as of Q2 2023.

  • Legacy Capital Group California reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 28,473 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2023, an estimated $1.06M.
  • Legacy Capital Group California first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.06M in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.