SPIA
EWSC

Steward Partners Investment Advisory’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Steward Partners Investment Advisory’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
2023
Q1 		– Sell
-3,719
Closed -$257K – 3455
2022
Q4 		$257K Sell
3,719
-69
-2% -$4.83K ﹤0.01% 1136
2022
Q3 		$239K Buy
3,788
+26
+0.7% +$1.86K ﹤0.01% 1131
2022
Q2 		$255K Hold
3,762
– – ﹤0.01% 1107
2022
Q1 		$303K Buy
3,762
+106
+3% +$8.52K ﹤0.01% 1134
2021
Q4 		$308K Buy
3,656
+354
+11% +$29.7K ﹤0.01% 1123
2021
Q3 		$267K Buy
3,302
+1,061
+47% +$86.1K ﹤0.01% 1146
2021
Q2 		$188K Buy
2,241
+1,945
+657% +$161K ﹤0.01% 1592
2021
Q1 		$23.8K Buy
+296
New +$22.5K ﹤0.01% 2391
2019
Q3 		– Sell
-20
Closed -$1K – 2810
2019
Q2 		$1K Buy
+20
New +$1.07K ﹤0.01% 2572
2018
Q4 		– Sell
-316
Closed -$19K – 2334
2018
Q3 		$19K Buy
316
+66
+26% +$4.08K ﹤0.01% 1591
2018
Q2 		$15K Buy
+250
New +$14.4K ﹤0.01% 1591

Other funds holding EWSC

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's EWSC Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2023, closing a stake of 3,719 shares — an estimated $257K sold.

Steward Partners Investment Advisory first reported a position in EWSC in Q2 2018 and held it in 11 quarters. The position peaked at $308K in Q4 2021. 3 funds tracked by Wall St. Rank hold EWSC as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,719 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2023, an estimated $257K.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q2 2018 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $308K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.