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Michael Gelband’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Michael Gelband’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
Q2 		– Sell
-1,335
Closed -$53K – 2377
2022
Q1 		$53K Buy
+1,335
New +$53.2K ﹤0.01% 2060
2021
Q3 		– Sell
-6,219
Closed -$250K – 2557
2021
Q2 		$250K Buy
+6,219
New +$246K ﹤0.01% 1849

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Michael Gelband's RWJ Position: Q2 2022 in Review

Michael Gelband sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2022, closing a stake of 1,335 shares — an estimated $53K sold.

Michael Gelband first reported a position in RWJ in Q2 2021 and held it in 2 quarters. The position peaked at $250K in Q2 2021. 120 funds tracked by Wall St. Rank hold RWJ as of Q2 2022.

  • Michael Gelband reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2022 after selling out during the quarter.
  • Michael Gelband sold 1,335 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2022, an estimated $53K.
  • Michael Gelband first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2021 and held it in 2 quarters.
  • Michael Gelband's Invesco S&P SmallCap 600 Revenue ETF position peaked at $250K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2022.

Based on ExodusPoint Capital Management's 13F filing for Q2 2022, filed 22 Aug 2022.