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U.S. Capital Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,713
Closed -$244K – 692
2023
Q3 		$244K Buy
+4,713
New +$255K 0.01% 555

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's SMLF Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q4 2023, closing a stake of 4,713 shares — an estimated $244K sold.

U.S. Capital Wealth Advisors first reported a position in SMLF in Q3 2023 and held it in 1 quarter. The position peaked at $244K in Q3 2023. 123 funds tracked by Wall St. Rank hold SMLF as of Q4 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 4,713 iShares US Small Cap Equity Factor ETF shares in Q4 2023, an estimated $244K.
  • U.S. Capital Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2023 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $244K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.