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SteelPeak Wealth’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

SteelPeak Wealth’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
2023
Q3 		– Sell
-36,987
Closed -$1.4M – 501
2023
Q2 		$1.4M Buy
+36,987
New +$1.35M 0.08% 158

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SteelPeak Wealth's RWJ Position: Q3 2023 in Review

SteelPeak Wealth sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2023, closing a stake of 36,987 shares — an estimated $1.4M sold.

SteelPeak Wealth first reported a position in RWJ in Q2 2023 and held it in 1 quarter. The position peaked at $1.4M in Q2 2023. 152 funds tracked by Wall St. Rank hold RWJ as of Q3 2023.

  • SteelPeak Wealth reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 36,987 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2023, an estimated $1.4M.
  • SteelPeak Wealth first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and held it in 1 quarter.
  • SteelPeak Wealth's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.4M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2023.

Based on SteelPeak Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.