Avior Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Avior Wealth Management’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	$826K	Hold	13,878	–	–	0.02%	403
2026 Q1	$701K	Buy	13,878 +3,753	+37%	+$194K	0.02%	443
2025 Q4	$493K	Buy	10,125 +125	+1%	+$6.04K	0.02%	464
2025 Q3	$483K	Buy	+10,000	New	+$463K	0.02%	450

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

Avior Wealth Management's RWJ Position: Q2 2026 in Review

Avior Wealth Management held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q2 2026 at 13,878 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #403.

Avior Wealth Management first reported a position in RWJ in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Avior Wealth Management held 13,878 shares of Invesco S&P SmallCap 600 Revenue ETF worth $826K as of Q2 2026.
Avior Wealth Management left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #403 holding.
Avior Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.