WAP
EWSC

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

Wealthcare Advisory 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
2023
Q1 		– Sell
-5,966
Closed -$413K – 760
2022
Q4 		$413K Sell
5,966
-1,262
-17% -$88.4K 0.02% 460
2022
Q3 		$455K Buy
7,228
+542
+8% +$38.7K 0.03% 385
2022
Q2 		$453K Buy
6,686
+596
+10% +$43.9K 0.03% 343
2022
Q1 		$490K Buy
6,090
+1,145
+23% +$92K 0.03% 316
2021
Q4 		$417K Buy
4,945
+224
+5% +$18.8K 0.02% 353
2021
Q3 		$382K Buy
+4,721
New +$383K 0.03% 364

Other funds holding EWSC

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealthcare Advisory Partners's EWSC Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2023, closing a stake of 5,966 shares — an estimated $413K sold.

Wealthcare Advisory Partners first reported a position in EWSC in Q3 2021 and held it in 6 quarters. The position peaked at $490K in Q1 2022. 3 funds tracked by Wall St. Rank hold EWSC as of Q1 2023.

  • Wealthcare Advisory Partners reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,966 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2023, an estimated $413K.
  • Wealthcare Advisory Partners first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2021 and held it in 6 quarters.
  • Wealthcare Advisory Partners's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $490K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.