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

Professional 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
2022 Q4	–	Sell	-3,318	Closed	-$106K	–	372
2022 Q3	$106K	Hold	3,318	–	–	0.07%	97
2022 Q2	$113K	Hold	3,318	–	–	0.06%	103
2022 Q1	$133K	Sell	3,318 -7,023	-68%	-$280K	0.06%	94
2021 Q4	$424K	Sell	10,341 -54	-0.5%	-$2.21K	0.18%	71
2021 Q3	$405K	Sell	10,395 -72	-0.7%	-$2.79K	0.23%	58
2021 Q2	$416K	Buy	10,467 +7,149	+215%	+$283K	0.23%	53
2021 Q1	$126K	Hold	3,318	–	–	0.08%	100
2020 Q4	$90K	Hold	3,318	–	–	0.07%	106
2020 Q3	$68K	Buy	+3,318	New	+$66.4K	0.06%	107

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Professional Financial Advisors's RWJ Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2022, closing a stake of 3,318 shares — an estimated $106K sold.

Professional Financial Advisors first reported a position in RWJ in Q3 2020 and held it in 9 quarters. The position peaked at $424K in Q4 2021. 137 funds tracked by Wall St. Rank hold RWJ as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 3,318 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2022, an estimated $106K.
Professional Financial Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $424K in Q4 2021.
137 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.