SWP
EWSC

Stratos Wealth Partners’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,504
Closed -$92K – 2687
2018
Q3 		$92K Buy
+1,504
New +$92.9K ﹤0.01% 1168

Other funds holding EWSC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Stratos Wealth Partners's EWSC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q4 2018, closing a stake of 1,504 shares — an estimated $92K sold.

Stratos Wealth Partners first reported a position in EWSC in Q3 2018 and held it in 1 quarter. The position peaked at $92K in Q3 2018. 20 funds tracked by Wall St. Rank hold EWSC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,504 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q4 2018, an estimated $92K.
  • Stratos Wealth Partners first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $92K in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.