Mariner Independent Advisor Network’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$4.54M	Buy	141,606 +67,905	+92%	+$2.46M	0.2%	129
2022 Q2	$2.55M	Buy	73,701 +6,303	+9%	+$237K	0.11%	196
2022 Q1	$2.68M	Buy	+67,398	New	+$2.69M	0.1%	203
2015 Q3	–	Sell	-80,271	Closed	-$1.56M	–	136
2015 Q2	$1.56M	Buy	+80,271	New	+$1.58M	0.76%	44
2015 Q1	–	Sell	-80,676	Closed	-$1.53M	–	147
2014 Q4	$1.53M	Buy	80,676 +10,191	+14%	+$184K	0.71%	35
2014 Q3	$1.22M	Buy	70,485 +1,830	+3%	+$33.3K	0.64%	35
2014 Q2	$1.29M	Buy	+68,655	New	+$1.24M	0.63%	37

Other funds holding RWJ

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

FFW

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Independent Advisor Network's RWJ Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 92% in Q3 2022, buying an estimated $2.46M and bringing the position to 141,606 shares worth $4.54M. The position accounts for 0.2% of the portfolio, ranked #129.

Mariner Independent Advisor Network first reported a position in RWJ in Q2 2014 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold RWJ as of Q3 2022.

Mariner Independent Advisor Network held 141,606 shares of Invesco S&P SmallCap 600 Revenue ETF worth $4.54M as of Q3 2022.
Mariner Independent Advisor Network bought 67,905 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2022, an estimated $2.46M.
Invesco S&P SmallCap 600 Revenue ETF made up 0.2% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #129 holding.
Mariner Independent Advisor Network first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2014 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.