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

Western 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 Q2	–	Sell	-6,154	Closed	-$496K	–	870
2022 Q1	$496K	Buy	6,154 +376	+7%	+$30.2K	0.02%	533
2021 Q4	$488K	Buy	+5,778	New	+$485K	0.05%	334
2021 Q2	$550K	Buy	6,562 +3,377	+106%	+$279K	0.06%	336
2021 Q1	$256K	Buy	+3,185	New	+$242K	0.03%	443

Other funds holding EWSC

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

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

KAS

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

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

JIR

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

RJFSA

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

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

RAM

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

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

ADL

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

Western Wealth Management's EWSC Position: Q2 2022 in Review

Western Wealth Management sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q2 2022, closing a stake of 6,154 shares — an estimated $496K sold.

Western Wealth Management first reported a position in EWSC in Q1 2021 and held it in 4 quarters. The position peaked at $550K in Q2 2021. 22 funds tracked by Wall St. Rank hold EWSC as of Q2 2022.

Western Wealth Management reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Western Wealth Management sold 6,154 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q2 2022, an estimated $496K.
Western Wealth Management first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q1 2021 and held it in 4 quarters.
Western Wealth Management's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $550K in Q2 2021.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.