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

Aviance 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
2026 Q2	$242K	Hold	4,062	–	–	0.03%	351
2026 Q1	$205K	Buy	+4,062	New	+$210K	0.02%	356

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

Aviance Capital Partners's RWJ Position: Q2 2026 in Review

Aviance Capital Partners held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q2 2026 at 4,062 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #351.

Aviance Capital Partners first reported a position in RWJ in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Aviance Capital Partners held 4,062 shares of Invesco S&P SmallCap 600 Revenue ETF worth $242K as of Q2 2026.
Aviance Capital Partners left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #351 holding.
Aviance Capital Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.