Ameritas Investment Partners
RWJ icon

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

Ameritas Investment 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
2026
Q2 		– Sell
-20,671
Closed -$1.04M – 3304
2026
Q1 		$1.04M Buy
20,671
+662
+3% +$34.2K 0.03% 585
2025
Q4 		$975K Buy
20,009
+822
+4% +$39.7K 0.03% 628
2025
Q3 		$927K Buy
19,187
+383
+2% +$17.7K 0.03% 636
2025
Q2 		$814K Buy
18,804
+2,227
+13% +$89.7K 0.03% 676
2025
Q1 		$675K Sell
16,577
-6,062
-27% -$271K 0.02% 717
2024
Q4 		$1.04M Buy
22,639
+1,712
+8% +$79.8K 0.03% 617
2024
Q3 		$957K Buy
20,927
+2,208
+12% +$95.4K 0.03% 654
2024
Q2 		$750K Buy
18,719
+1,937
+12% +$79.1K 0.03% 691
2024
Q1 		$718K Buy
16,782
+1,116
+7% +$45.4K 0.02% 714
2023
Q4 		$649K Buy
15,666
+113
+0.7% +$4.17K 0.02% 727
2023
Q3 		$566K Buy
15,553
+565
+4% +$21.7K 0.02% 737
2023
Q2 		$567K Buy
+14,988
New +$547K 0.02% 731

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

Ameritas Investment Partners's RWJ Position: Q2 2026 in Review

Ameritas Investment Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026, closing a stake of 20,671 shares — an estimated $1.04M sold.

Ameritas Investment Partners first reported a position in RWJ in Q2 2023 and held it in 12 quarters. The position peaked at $1.04M in Q1 2026. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Ameritas Investment Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2026 after selling out during the quarter.
  • Ameritas Investment Partners sold 20,671 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $1.04M.
  • Ameritas Investment Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and held it in 12 quarters.
  • Ameritas Investment Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.04M in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.