AI
RWJ icon

Atria Investments’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Atria Investments’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 		$1.07M Sell
18,028
-343
-2% -$19.1K 0.01% 1077
2026
Q1 		$927K Sell
18,371
-1,582
-8% -$81.8K 0.01% 1091
2025
Q4 		$972K Sell
19,953
-11,226
-36% -$542K 0.01% 1084
2025
Q3 		$1.51M Sell
31,179
-7,704
-20% -$357K 0.02% 842
2025
Q2 		$1.68M Sell
38,883
-29,070
-43% -$1.17M 0.02% 798
2025
Q1 		$2.77M Sell
67,953
-635
-0.9% -$28.4K 0.04% 574
2024
Q4 		$3.14M Sell
68,588
-10,665
-13% -$497K 0.04% 511
2024
Q3 		$3.62M Sell
79,253
-77,451
-49% -$3.35M 0.05% 458
2024
Q2 		$6.28M Buy
156,704
+112,339
+253% +$4.59M 0.08% 279
2024
Q1 		$1.9M Buy
44,365
+6,876
+18% +$280K 0.03% 673
2023
Q4 		$1.55M Sell
37,489
-13,925
-27% -$514K 0.02% 700
2023
Q3 		$1.87M Sell
51,414
-31,071
-38% -$1.2M 0.03% 592
2023
Q2 		$3.12M Buy
82,485
+3,063
+4% +$112K 0.06% 404
2023
Q1 		$2.97M Buy
79,422
+210
+0.3% +$8.16K 0.06% 405
2022
Q4 		$2.87M Buy
79,212
+41,628
+111% +$1.51M 0.06% 393
2022
Q3 		$1.21M Sell
37,584
-5,211
-12% -$189K 0.03% 653
2022
Q2 		$1.45M Buy
42,795
+4,071
+11% +$153K 0.03% 612
2022
Q1 		$1.55M Sell
38,724
-195
-0.5% -$7.77K 0.03% 663
2021
Q4 		$1.6M Buy
38,919
+7,812
+25% +$319K 0.03% 655
2021
Q3 		$1.21M Buy
+31,107
New +$1.2M 0.02% 714

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

Atria Investments's RWJ Position: Q2 2026 in Review

Atria Investments reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.9% in Q2 2026, selling an estimated $19.1K and leaving 18,028 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1077.

Atria Investments first reported a position in RWJ in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.28M in Q2 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Atria Investments held 18,028 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.07M as of Q2 2026.
  • Atria Investments sold 343 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $19.1K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1077 holding.
  • Atria Investments first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2021 and has held it in 20 quarters since.
  • Atria Investments's Invesco S&P SmallCap 600 Revenue ETF position peaked at $6.28M in Q2 2024.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.