NWMG
EWSC

National Wealth Management Group’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

National Wealth Management Group’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
2022
Q2 		– Sell
-9,320
Closed -$750K – 143
2022
Q1 		$750K Buy
9,320
+5,189
+126% +$417K 0.72% 43
2021
Q4 		$348K Buy
+4,131
New +$347K 0.33% 79

Other funds holding EWSC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

National Wealth Management Group's EWSC Position: Q2 2022 in Review

National Wealth Management Group sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q2 2022, closing a stake of 9,320 shares — an estimated $750K sold.

National Wealth Management Group first reported a position in EWSC in Q4 2021 and held it in 2 quarters. The position peaked at $750K in Q1 2022. 22 funds tracked by Wall St. Rank hold EWSC as of Q2 2022.

  • National Wealth Management Group reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 9,320 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q2 2022, an estimated $750K.
  • National Wealth Management Group first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q4 2021 and held it in 2 quarters.
  • National Wealth Management Group's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $750K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.