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Squar Milner Financial Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-2,400
Closed -$33K – 603
2020
Q1 		$33K Hold
2,400
– – 0.02% 399
2019
Q4 		$54K Buy
+2,400
New +$52.4K 0.03% 399

Other funds holding RWJ

FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

Squar Milner Financial Services's RWJ Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2020, closing a stake of 2,400 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in RWJ in Q4 2019 and held it in 2 quarters. The position peaked at $54K in Q4 2019. 60 funds tracked by Wall St. Rank hold RWJ as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,400 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2020, an estimated $33K.
  • Squar Milner Financial Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Invesco S&P SmallCap 600 Revenue ETF position peaked at $54K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.