Ameritas Advisory Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-2,217	Closed	-$107K	–	1891
2025 Q3	$107K	Hold	2,217	–	–	0.01%	812
2025 Q2	$96K	Buy	+2,217	New	+$89.3K	0.01%	1012
2023 Q2	–	Sell	-3,294	Closed	-$123K	–	2147
2023 Q1	$123K	Buy	+3,294	New	+$128K	0.01%	922

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

Ameritas Advisory Services's RWJ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2025, closing a stake of 2,217 shares — an estimated $107K sold.

Ameritas Advisory Services first reported a position in RWJ in Q1 2023 and held it in 3 quarters. The position peaked at $123K in Q1 2023. 193 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,217 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $107K.
Ameritas Advisory Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco S&P SmallCap 600 Revenue ETF position peaked at $123K in Q1 2023.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.