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Paradigm Financial Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Paradigm Financial Advisors’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
2021
Q3 		– Sell
-20,931
Closed -$841K – 244
2021
Q2 		$841K Sell
20,931
-3,882
-16% -$154K 0.19% 94
2021
Q1 		$942K Buy
+24,813
New +$847K 0.23% 83

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Paradigm Financial Advisors's RWJ Position: Q3 2021 in Review

Paradigm Financial Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2021, closing a stake of 20,931 shares — an estimated $841K sold.

Paradigm Financial Advisors first reported a position in RWJ in Q1 2021 and held it in 2 quarters. The position peaked at $942K in Q1 2021. 104 funds tracked by Wall St. Rank hold RWJ as of Q3 2021.

  • Paradigm Financial Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Financial Advisors sold 20,931 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2021, an estimated $841K.
  • Paradigm Financial Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Financial Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $942K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2021.

Based on Paradigm Financial Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.