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SpiderRock Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

SpiderRock Advisors’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
-11,196
Closed -$453K – 803
2024
Q1 		$453K Buy
+11,196
New +$456K 0.01% 546

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SpiderRock Advisors's RWJ Position: Q2 2024 in Review

SpiderRock Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2024, closing a stake of 11,196 shares — an estimated $453K sold.

SpiderRock Advisors first reported a position in RWJ in Q1 2024 and held it in 1 quarter. The position peaked at $453K in Q1 2024. 171 funds tracked by Wall St. Rank hold RWJ as of Q2 2024.

  • SpiderRock Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2024 after selling out during the quarter.
  • SpiderRock Advisors sold 11,196 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2024, an estimated $453K.
  • SpiderRock Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and held it in 1 quarter.
  • SpiderRock Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $453K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2024.

Based on SpiderRock Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.