Resource Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Resource Management’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 Q4	$431K	Buy	+10,500	New	+$429K	0.04%	122

Other funds holding RWJ

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Resource Management's RWJ Position: Q4 2021 in Review

Resource Management opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2021: 10,500 shares worth $431K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings.

121 funds tracked by Wall St. Rank hold RWJ as of Q4 2021.

Resource Management held 10,500 shares of Invesco S&P SmallCap 600 Revenue ETF worth $431K as of Q4 2021.
Invesco S&P SmallCap 600 Revenue ETF was a new Resource Management position in Q4 2021.
Invesco S&P SmallCap 600 Revenue ETF made up 0.04% of Resource Management's portfolio in Q4 2021, its #122 holding.
121 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.