LFF
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Level Four Financial’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Level Four Financial’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
2021
Q3 		– Sell
-5,901
Closed -$237K – 329
2021
Q2 		$237K Buy
+5,901
New +$233K 0.1% 259

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Level Four Financial's RWJ Position: Q3 2021 in Review

Level Four Financial sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2021, closing a stake of 5,901 shares — an estimated $237K sold.

Level Four Financial first reported a position in RWJ in Q2 2021 and held it in 1 quarter. The position peaked at $237K in Q2 2021. 104 funds tracked by Wall St. Rank hold RWJ as of Q3 2021.

  • Level Four Financial reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2021 after selling out during the quarter.
  • Level Four Financial sold 5,901 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2021, an estimated $237K.
  • Level Four Financial first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2021 and held it in 1 quarter.
  • Level Four Financial's Invesco S&P SmallCap 600 Revenue ETF position peaked at $237K in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.