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Bellars Harris Wealth Management, LLC’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Bellars Harris Wealth Management, LLC’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
2026
Q2 		$3.51M Buy
+58,914
New +$3.27M 0.71% 63

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's RWJ Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 58,914 shares worth $3.51M. The stake represents 0.71% of the portfolio and ranks #63 among its holdings.

115 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 58,914 shares of Invesco S&P SmallCap 600 Revenue ETF worth $3.51M as of Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.71% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #63 holding.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.