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Balboa Wealth Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Balboa Wealth 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
Q1 		$242K Buy
4,794
+622
+15% +$32.2K 0.04% 356
2025
Q4 		$203K Buy
4,172
+3
+0.1% +$145 0.03% 377
2025
Q3 		$201K Buy
+4,169
New +$193K 0.03% 352
2023
Q2 		– Sell
-5,427
Closed -$203K – 333
2023
Q1 		$203K Sell
5,427
-12,084
-69% -$470K 0.08% 228
2022
Q4 		$633K Buy
+17,511
New +$636K 0.29% 87

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM