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

Atria Wealth Solutions’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
Q2 		$289K Sell
6,673
-6,127
-48% -$247K 0.01% 1171
2025
Q1 		$521K Sell
12,800
-5,545
-30% -$248K 0.01% 1178
2024
Q4 		$839K Buy
18,345
+7,666
+72% +$357K 0.01% 999
2024
Q3 		$488K Buy
10,679
+3,246
+44% +$140K 0.01% 1259
2024
Q2 		$298K Sell
7,433
-5,246
-41% -$214K ﹤0.01% 1510
2024
Q1 		$543K Buy
12,679
+5,883
+87% +$239K 0.01% 1219
2023
Q4 		$282K Buy
6,796
+433
+7% +$16K ﹤0.01% 1538
2023
Q3 		$232K Sell
6,363
-111
-2% -$4.27K ﹤0.01% 1589
2023
Q2 		$245K Buy
6,474
+6
+0.1% +$219 ﹤0.01% 1566
2023
Q1 		$242K Sell
6,468
-4,851
-43% -$188K ﹤0.01% 1548
2022
Q4 		$410K Buy
11,319
+123
+1% +$4.47K 0.01% 1189
2022
Q3 		$359K Buy
11,196
+243
+2% +$8.8K 0.01% 1194
2022
Q2 		$372K Sell
10,953
-1,410
-11% -$53K 0.01% 1111
2022
Q1 		$494K Buy
+12,363
New +$493K 0.01% 1077

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's RWJ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 48% in Q2 2025, selling an estimated $247K and leaving 6,673 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1171.

Atria Wealth Solutions first reported a position in RWJ in Q1 2022 and has held it in 14 quarters since. The position peaked at $839K in Q4 2024. 182 funds tracked by Wall St. Rank hold RWJ as of Q2 2025.

  • Atria Wealth Solutions held 6,673 shares of Invesco S&P SmallCap 600 Revenue ETF worth $289K as of Q2 2025.
  • Atria Wealth Solutions sold 6,127 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2025, an estimated $247K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1171 holding.
  • Atria Wealth Solutions first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco S&P SmallCap 600 Revenue ETF position peaked at $839K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.