Ausdal Financial Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Ausdal Financial 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	$2.23M	Buy	37,543 +1,899	+5%	+$106K	0.09%	232
2026 Q1	$1.8M	Buy	35,644 +1,171	+3%	+$60.5K	0.08%	243
2025 Q4	$1.68M	Buy	34,473 +1,621	+5%	+$78.3K	0.08%	257
2025 Q3	$1.59M	Buy	32,852 +1,961	+6%	+$90.9K	0.08%	257
2025 Q2	$1.34M	Buy	30,891 +1,307	+4%	+$52.7K	0.09%	209
2025 Q1	$1.2M	Buy	29,584 +4,546	+18%	+$203K	0.09%	213
2024 Q4	$1.15M	Buy	25,038 +1,304	+5%	+$60.8K	0.1%	197
2024 Q3	$1.08M	Sell	23,734 -2,021	-8%	-$87.3K	0.11%	178
2024 Q2	$1.03M	Sell	25,755 -13,340	-34%	-$545K	0.11%	179
2024 Q1	$1.67M	Buy	39,095 +4,477	+13%	+$182K	0.19%	119
2023 Q4	$1.43M	Buy	34,618 +239	+0.7%	+$8.83K	0.18%	127
2023 Q3	$1.25M	Buy	34,379 +920	+3%	+$35.4K	0.17%	139
2023 Q2	$1.26M	Buy	33,459 +420	+1%	+$15.3K	0.17%	137
2023 Q1	$1.24M	Buy	33,039 +1,599	+5%	+$62.1K	0.17%	139
2022 Q4	$1.14M	Buy	31,440 +51	+0.2%	+$1.85K	0.17%	146
2022 Q3	$1.01M	Sell	31,389 -525	-2%	-$19K	0.16%	159
2022 Q2	$1.08M	Buy	31,914 +717	+2%	+$27K	0.16%	162
2022 Q1	$1.25M	Buy	31,197 +1,248	+4%	+$49.7K	0.17%	157
2021 Q4	$1.23M	Buy	29,949 +4,413	+17%	+$180K	0.16%	163
2021 Q3	$995K	Sell	25,536 -49,959	-66%	-$1.93M	0.15%	174
2021 Q2	$3.03M	Buy	75,495 +1,878	+3%	+$74.3K	0.46%	61
2021 Q1	$2.8M	Buy	73,617 +59,586	+425%	+$2.03M	0.47%	58
2020 Q4	$379K	Buy	+14,031	New	+$338K	0.07%	268

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

Ausdal Financial Partners's RWJ Position: Q2 2026 in Review

Ausdal Financial Partners increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 5.3% in Q2 2026, buying an estimated $106K and bringing the position to 37,543 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #232.

Ausdal Financial Partners first reported a position in RWJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.03M in Q2 2021. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Ausdal Financial Partners held 37,543 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.23M as of Q2 2026.
Ausdal Financial Partners bought 1,899 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $106K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.09% of Ausdal Financial Partners's portfolio in Q2 2026, its #232 holding.
Ausdal Financial Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2020 and has held it in 23 quarters since.
Ausdal Financial Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $3.03M in Q2 2021.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.