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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM

Ausdal Financial Partners's RWJ Position: Q1 2026 in Review

Ausdal Financial Partners increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 3.4% in Q1 2026, buying an estimated $60.5K and bringing the position to 35,644 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #243.

Ausdal Financial Partners first reported a position in RWJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.03M in Q2 2021. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

  • Ausdal Financial Partners held 35,644 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.8M as of Q1 2026.
  • Ausdal Financial Partners bought 1,171 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $60.5K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q1 2026, its #243 holding.
  • Ausdal Financial Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2020 and has held it in 22 quarters since.
  • Ausdal Financial Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $3.03M in Q2 2021.
  • 193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.