Tyler-Stone Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-1,036	Closed	-$41.5K	–	808
2024 Q2	$41.5K	Buy	1,036 +167	+19%	+$6.82K	0.02%	401
2024 Q1	$37.2K	Buy	869 +188	+28%	+$7.65K	0.02%	417
2023 Q4	$28.2K	Buy	681 +413	+154%	+$15.3K	0.01%	451
2023 Q3	$10K	Buy	+268	New	+$10.3K	0.01%	618

Other funds holding RWJ

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Tyler-Stone Wealth Management's RWJ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2024, closing a stake of 1,036 shares — an estimated $41.5K sold.

Tyler-Stone Wealth Management first reported a position in RWJ in Q3 2023 and held it in 4 quarters. The position peaked at $41.5K in Q2 2024. 181 funds tracked by Wall St. Rank hold RWJ as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,036 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2024, an estimated $41.5K.
Tyler-Stone Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2023 and held it in 4 quarters.
Tyler-Stone Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $41.5K in Q2 2024.
181 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.