RCG
EWSC

Ruggie Capital Group’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-225
Closed -$11K – 498
2018
Q4 		$11K Buy
+225
New +$12.1K ﹤0.01% 298

Other funds holding EWSC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $21.8B AUM 28.57% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Ruggie Capital Group's EWSC Position: Q1 2019 in Review

Ruggie Capital Group sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2019, closing a stake of 225 shares — an estimated $11K sold.

Ruggie Capital Group first reported a position in EWSC in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 19 funds tracked by Wall St. Rank hold EWSC as of Q1 2019.

  • Ruggie Capital Group reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 225 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2019, an estimated $11K.
  • Ruggie Capital Group first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $11K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.