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B. Riley Wealth Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$233K Buy
5,099
+17
+0.3% +$793 0.01% 965
2024
Q3 		$229K Buy
+5,082
New +$220K 0.01% 1076
2024
Q2 		– Sell
-6,246
Closed -$227K – 1574
2024
Q1 		$227K Buy
6,246
+623
+11% +$25.4K 0.01% 1193
2023
Q4 		$233K Sell
5,623
-623
-10% -$23K 0.01% 1175
2023
Q3 		$227K Buy
+6,246
New +$240K 0.01% 1193
2016
Q4 		– Sell
-48,393
Closed -$961K – 627
2016
Q3 		$961K Sell
48,393
-2,637
-5% -$51.2K 0.19% 143
2016
Q2 		$938K Buy
51,030
+1,620
+3% +$29.5K 0.19% 146
2016
Q1 		$893K Buy
49,410
+87
+0.2% +$1.42K 0.21% 121
2015
Q4 		$850K Sell
49,323
-2,343
-5% -$42K 0.17% 157
2015
Q3 		$874K Buy
51,666
+5,025
+11% +$91.6K 0.21% 127
2015
Q2 		$905K Buy
46,641
+2,781
+6% +$54.6K 0.22% 116
2015
Q1 		$860K Buy
43,860
+30
+0.1% +$567 0.21% 127
2014
Q4 		$834 Buy
43,830
+7,290
+20% +$132K 0.02% 790
2014
Q3 		$632K Sell
36,540
-35,778
-49% -$651K 0.16% 167
2014
Q2 		$666K Buy
72,318
+48,183
+200% +$870K 0.16% 144
2014
Q1 		$440K Buy
24,135
+7,260
+43% +$129K 0.13% 174
2013
Q4 		$303K Buy
16,875
+2,055
+14% +$35K 0.1% 240
2013
Q3 		$241K Buy
14,820
+1,560
+12% +$24.5K 0.08% 278
2013
Q2 		$193K Buy
+13,260
New +$188K 0.07% 333

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

B. Riley Wealth Advisors's RWJ Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.33% in Q4 2024, buying an estimated $793 and bringing the position to 5,099 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #965.

B. Riley Wealth Advisors first reported a position in RWJ in Q2 2013 and has held it in 19 quarters since. The position peaked at $961K in Q3 2016. 195 funds tracked by Wall St. Rank hold RWJ as of Q4 2024.

  • B. Riley Wealth Advisors held 5,099 shares of Invesco S&P SmallCap 600 Revenue ETF worth $233K as of Q4 2024.
  • B. Riley Wealth Advisors bought 17 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2024, an estimated $793.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #965 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2013 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $961K in Q3 2016.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.