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

Annex 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
2026 Q2	$425K	Buy	7,146 +18	+0.3%	+$1K	0.01%	273
2026 Q1	$360K	Buy	+7,128	New	+$368K	0.01%	289

Other funds holding RWJ

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return