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

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $325M AUM

Ameritas Investment Partners's RWJ Position: Q1 2026 in Review

Ameritas Investment Partners increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 3.3% in Q1 2026, buying an estimated $34.2K and bringing the position to 20,671 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #585.

Ameritas Investment Partners first reported a position in RWJ in Q2 2023 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Ameritas Investment Partners held 20,671 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.04M as of Q1 2026.
Ameritas Investment Partners bought 662 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $34.2K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.03% of Ameritas Investment Partners's portfolio in Q1 2026, its #585 holding.
Ameritas Investment Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and has held it in 12 quarters since.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.