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WealthPLAN Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-837
Closed -$31.6K – 985
2023
Q2 		$31.6K Buy
+837
New +$30.6K ﹤0.01% 592
2016
Q3 		– Sell
-564
Closed -$10 – 1058
2016
Q2 		$10 Buy
+564
New +$10.3K ﹤0.01% 2534

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's RWJ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2023, closing a stake of 837 shares — an estimated $31.6K sold.

WealthPLAN Partners first reported a position in RWJ in Q2 2016 and held it in 2 quarters. The position peaked at $31.6K in Q2 2023. 152 funds tracked by Wall St. Rank hold RWJ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 837 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2023, an estimated $31.6K.
  • WealthPLAN Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2016 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $31.6K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.