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Retirement Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Retirement Group’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
Q1 		– Sell
-30
Closed -$1K – 815
2021
Q4 		$1K Hold
30
– – ﹤0.01% 677
2021
Q3 		$1K Buy
+30
New +$1.16K ﹤0.01% 593

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's RWJ Position: Q1 2022 in Review

Retirement Group sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Retirement Group first reported a position in RWJ in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 122 funds tracked by Wall St. Rank hold RWJ as of Q1 2022.

  • Retirement Group reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Group sold 30 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2022, an estimated $1K.
  • Retirement Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2021 and held it in 2 quarters.
  • Retirement Group's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.