Salomon & Ludwin’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Salomon & Ludwin’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
2024 Q2	–	Sell	-300	Closed	-$12.8K	–	812
2024 Q1	$12.8K	Hold	300	–	–	﹤0.01%	520
2023 Q4	$10.9K	Hold	300	–	–	﹤0.01%	481
2023 Q3	$10.9K	Buy	+300	New	+$11.5K	﹤0.01%	480

Other funds holding RWJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Salomon & Ludwin's RWJ Position: Q2 2024 in Review

Salomon & Ludwin sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2024, closing a stake of 300 shares — an estimated $12.8K sold.

Salomon & Ludwin first reported a position in RWJ in Q3 2023 and held it in 3 quarters. The position peaked at $12.8K in Q1 2024. 171 funds tracked by Wall St. Rank hold RWJ as of Q2 2024.

Salomon & Ludwin reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2024 after selling out during the quarter.
Salomon & Ludwin sold 300 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2024, an estimated $12.8K.
Salomon & Ludwin first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2023 and held it in 3 quarters.
Salomon & Ludwin's Invesco S&P SmallCap 600 Revenue ETF position peaked at $12.8K in Q1 2024.
171 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.