SWP
EWRS

Stratos Wealth Partners’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

Stratos Wealth Partners’s Portfolio EWRS Stock Details EWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,523
Closed -$83K – 3348
2017
Q4 		$83K Buy
+1,523
New +$83K ﹤0.01% 1278

Other funds holding EWRS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Stratos Wealth Partners's EWRS Position: Q1 2018 in Review

Stratos Wealth Partners sold out of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) in Q1 2018, closing a stake of 1,523 shares — an estimated $83K sold.

Stratos Wealth Partners first reported a position in EWRS in Q4 2017 and held it in 1 quarter. The position peaked at $83K in Q4 2017. 14 funds tracked by Wall St. Rank hold EWRS as of Q1 2018.

  • Stratos Wealth Partners reported no remaining GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,523 GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF shares in Q1 2018, an estimated $83K.
  • Stratos Wealth Partners first reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position peaked at $83K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.