Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$6.23M Sell
104,681
-10,352
-9% -$575K 0.01% 862
2026
Q1 		$5.81M Sell
115,033
-4,497
-4% -$232K 0.02% 884
2025
Q4 		$5.82M Sell
119,530
-18,967
-14% -$916K 0.02% 842
2025
Q3 		$6.69M Buy
138,497
+14,562
+12% +$675K 0.02% 754
2025
Q2 		$5.37M Sell
123,935
-46,888
-27% -$1.89M 0.02% 815
2025
Q1 		$6.95M Sell
170,823
-755
-0.4% -$33.7K 0.02% 646
2024
Q4 		$7.85M Buy
171,578
+9,382
+6% +$437K 0.03% 585
2024
Q3 		$7.41M Buy
162,196
+40,085
+33% +$1.73M 0.03% 613
2024
Q2 		$4.89M Sell
122,111
-33,914
-22% -$1.39M 0.02% 766
2024
Q1 		$6.68M Sell
156,025
-15,351
-9% -$625K 0.03% 608
2023
Q4 		$7.1M Buy
171,376
+35,960
+27% +$1.33M 0.03% 550
2023
Q3 		$4.93M Sell
135,416
-16,519
-11% -$636K 0.02% 657
2023
Q2 		$5.74M Buy
151,935
+41,352
+37% +$1.51M 0.03% 598
2023
Q1 		$4.13M Buy
110,583
+42,963
+64% +$1.67M 0.02% 733
2022
Q4 		$2.45M Buy
67,620
+38,166
+130% +$1.39M 0.01% 971
2022
Q3 		$944K Buy
29,454
+11,331
+63% +$410K 0.01% 1514
2022
Q2 		$615K Sell
18,123
-83,883
-82% -$3.15M ﹤0.01% 1803
2022
Q1 		$4.08M Sell
102,006
-51,762
-34% -$2.06M 0.02% 735
2021
Q4 		$6.31M Buy
153,768
+98,274
+177% +$4.01M 0.03% 552
2021
Q3 		$2.16M Sell
55,494
-8,049
-13% -$311K 0.01% 1058
2021
Q2 		$2.55M Buy
63,543
+4,287
+7% +$170K 0.01% 980
2021
Q1 		$2.25M Buy
59,256
+49,398
+501% +$1.69M 0.01% 948
2020
Q4 		$267K Sell
9,858
-7,884
-44% -$190K ﹤0.01% 2245
2020
Q3 		$352K Hold
17,742
– – ﹤0.01% 1826
2020
Q2 		$324K Sell
17,742
-4,041
-19% -$67.2K ﹤0.01% 1836
2020
Q1 		$305K Sell
21,783
-2,994
-12% -$57.6K ﹤0.01% 1671
2019
Q4 		$562K Sell
24,777
-10,026
-29% -$219K ﹤0.01% 1503
2019
Q3 		$739K Buy
+34,803
New +$713K 0.01% 1258
2019
Q2 		– Sell
-39,903
Closed -$872K – 2324
2019
Q1 		$872K Sell
39,903
-8,388
-17% -$184K 0.01% 1111
2018
Q4 		$923K Sell
48,291
-2,808
-5% -$62K 0.01% 972
2018
Q3 		$1.28M Buy
51,099
+2,457
+5% +$62.5K 0.01% 892
2018
Q2 		$1.19M Sell
48,642
-2,613
-5% -$62.6K 0.01% 887
2018
Q1 		$1.16M Sell
51,255
-15,600
-23% -$363K 0.01% 863
2017
Q4 		$1.56M Buy
66,855
+13,470
+25% +$306K 0.02% 683
2017
Q3 		$1.22M Sell
53,385
-19,860
-27% -$426K 0.02% 749
2017
Q2 		$1.61M Buy
73,245
+13,695
+23% +$299K 0.02% 598
2017
Q1 		$1.32M Sell
59,550
-26,352
-31% -$587K 0.02% 619
2016
Q4 		$1.92M Buy
85,902
+54,741
+176% +$1.14M 0.04% 450
2016
Q3 		$619K Buy
+31,161
New +$605K 0.01% 925
2015
Q2 		– Sell
-97,977
Closed -$1.92M – 1486
2015
Q1 		$1.92M Buy
97,977
+25,548
+35% +$482K 0.05% 324
2014
Q4 		$1.38M Buy
72,429
+45,939
+173% +$831K 0.04% 392
2014
Q3 		$458K Buy
+26,490
New +$482K 0.01% 875

Other funds holding RWJ

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Cambridge Investment Research Advisors's RWJ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 9% in Q2 2026, selling an estimated $575K and leaving 104,681 shares worth $6.23M. The position accounts for 0.01% of the portfolio, ranked #862.

Cambridge Investment Research Advisors first reported a position in RWJ in Q3 2014 and has held it in 42 quarters since. The position peaked at $7.85M in Q4 2024. 56 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Cambridge Investment Research Advisors held 104,681 shares of Invesco S&P SmallCap 600 Revenue ETF worth $6.23M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 10,352 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $575K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #862 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2014 and has held it in 42 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $7.85M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.