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

Tradition Wealth Management’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
2022 Q3	–	Sell	-40	Closed	-$3K	–	1228
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	1067
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	1134
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	1161
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	1143
2021 Q2	$3K	Buy	+40	New	+$3.31K	﹤0.01%	1158
2021 Q1	–	Sell	-40	Closed	-$3K	–	1085
2020 Q4	$3K	Buy	+40	New	+$2.27K	﹤0.01%	920

Other funds holding EWSC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RAM

Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Tradition Wealth Management's EWSC Position: Q3 2022 in Review

Tradition Wealth Management sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in EWSC in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 23 funds tracked by Wall St. Rank hold EWSC as of Q3 2022.

Tradition Wealth Management reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Tradition Wealth Management sold 40 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q3 2022, an estimated $3K.
Tradition Wealth Management first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $3K in Q2 2022.
23 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.