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

Maltin 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
2020
Q1 		– Sell
-111,264
Closed -$2.52M – 122
2019
Q4 		$2.52M Buy
+111,264
New +$2.43M 1.63% 21

Other funds holding RWJ

FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Maltin Wealth Management's RWJ Position: Q1 2020 in Review

Maltin Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2020, closing a stake of 111,264 shares — an estimated $2.52M sold.

Maltin Wealth Management first reported a position in RWJ in Q4 2019 and held it in 1 quarter. The position peaked at $2.52M in Q4 2019. 68 funds tracked by Wall St. Rank hold RWJ as of Q1 2020.

  • Maltin Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 111,264 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2020, an estimated $2.52M.
  • Maltin Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $2.52M in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.