Aveo Capital Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Aveo Capital 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
2025 Q2	–	Sell	-8,553	Closed	-$335K	–	123
2025 Q1	$335K	Sell	8,553 -10,325	-55%	-$461K	0.06%	136
2024 Q4	$864K	Sell	18,878 -18,497	-49%	-$863K	0.09%	144
2024 Q3	$1.71M	Sell	37,375 -46,749	-56%	-$2.02M	0.18%	97
2024 Q2	$3.37M	Sell	84,124 -45,700	-35%	-$1.87M	0.38%	73
2024 Q1	$5.28M	Buy	+129,824	New	+$5.28M	0.58%	54

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aveo Capital Partners's RWJ Position: Q2 2025 in Review

Aveo Capital Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2025, closing a stake of 8,553 shares — an estimated $335K sold.

Aveo Capital Partners first reported a position in RWJ in Q1 2024 and held it in 5 quarters. The position peaked at $5.28M in Q1 2024. 182 funds tracked by Wall St. Rank hold RWJ as of Q2 2025.

Aveo Capital Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 8,553 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2025, an estimated $335K.
Aveo Capital Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and held it in 5 quarters.
Aveo Capital Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $5.28M in Q1 2024.
182 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.