RDWM
EWSC

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

Red Door Wealth Management’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
Q1 		– Sell
-3,751
Closed -$580K – 174
2021
Q4 		$580K Buy
+3,751
New +$315K 0.19% 90

Other funds holding EWSC

LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

Red Door Wealth Management's EWSC Position: Q1 2022 in Review

Red Door Wealth Management sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2022, closing a stake of 3,751 shares — an estimated $580K sold.

Red Door Wealth Management first reported a position in EWSC in Q4 2021 and held it in 1 quarter. The position peaked at $580K in Q4 2021. 28 funds tracked by Wall St. Rank hold EWSC as of Q1 2022.

  • Red Door Wealth Management reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
  • Red Door Wealth Management sold 3,751 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2022, an estimated $580K.
  • Red Door Wealth Management first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q4 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $580K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2022.

Based on Red Door Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.