LPL Financial
EWSC

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

LPL Financial’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
2023
Q1 		– Sell
-141,735
Closed -$9.81M – 4636
2022
Q4 		$9.81M Buy
141,735
+4,084
+3% +$286K 0.01% 1036
2022
Q3 		$8.67M Buy
137,651
+41,240
+43% +$2.94M 0.01% 1034
2022
Q2 		$6.53M Buy
96,411
+23,846
+33% +$1.76M 0.01% 1221
2022
Q1 		$5.84M Buy
72,565
+2,675
+4% +$215K 0.01% 1345
2021
Q4 		$5.89M Buy
69,890
+11,787
+20% +$989K ﹤0.01% 1351
2021
Q3 		$4.7M Buy
58,103
+3,877
+7% +$315K ﹤0.01% 1443
2021
Q2 		$4.55M Sell
54,226
-7,154
-12% -$592K ﹤0.01% 1410
2021
Q1 		$4.94M Buy
61,380
+39,277
+178% +$2.98M 0.01% 1235
2020
Q4 		$1.43M Buy
22,103
+5,138
+30% +$292K ﹤0.01% 1920
2020
Q3 		$806K Sell
16,965
-4,004
-19% -$195K ﹤0.01% 2109
2020
Q2 		$964K Sell
20,969
-1,600
-7% -$67.3K ﹤0.01% 1847
2020
Q1 		$800K Buy
22,569
+519
+2% +$25.5K ﹤0.01% 1769
2019
Q4 		$1.25M Sell
22,050
-32
-0.1% -$1.75K ﹤0.01% 1679
2019
Q3 		$1.18M Buy
22,082
+2,044
+10% +$107K ﹤0.01% 1613
2019
Q2 		$1.07M Buy
20,038
+2,757
+16% +$148K ﹤0.01% 1674
2019
Q1 		$933K Buy
17,281
+550
+3% +$29.6K ﹤0.01% 1697
2018
Q4 		$801K Sell
16,731
-1,998
-11% -$108K ﹤0.01% 1698
2018
Q3 		$1.14M Buy
18,729
+4,181
+29% +$258K ﹤0.01% 1579
2018
Q2 		$864K Buy
+14,548
New +$836K ﹤0.01% 1720

Other funds holding EWSC

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's EWSC Position: Q1 2023 in Review

LPL Financial sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2023, closing a stake of 141,735 shares — an estimated $9.81M sold.

LPL Financial first reported a position in EWSC in Q2 2018 and held it in 19 quarters. The position peaked at $9.81M in Q4 2022. 3 funds tracked by Wall St. Rank hold EWSC as of Q1 2023.

  • LPL Financial reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 141,735 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2023, an estimated $9.81M.
  • LPL Financial first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q2 2018 and held it in 19 quarters.
  • LPL Financial's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $9.81M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.