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

Aviso Financial’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
Q3 		– Sell
-600
Closed -$26K – 364
2025
Q2 		$26K Buy
+600
New +$24.2K ﹤0.01% 262

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aviso Financial's RWJ Position: Q3 2025 in Review

Aviso Financial sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2025, closing a stake of 600 shares — an estimated $26K sold.

Aviso Financial first reported a position in RWJ in Q2 2025 and held it in 1 quarter. The position peaked at $26K in Q2 2025. 186 funds tracked by Wall St. Rank hold RWJ as of Q3 2025.

  • Aviso Financial reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Aviso Financial sold 600 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2025, an estimated $26K.
  • Aviso Financial first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2025 and held it in 1 quarter.
  • Aviso Financial's Invesco S&P SmallCap 600 Revenue ETF position peaked at $26K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2025.

Based on Aviso Financial's 13F filing for Q3 2025, filed 12 Nov 2025.