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

Carolina 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	$2.88M	Buy	+48,365	New	+$2.69M	1.32%	18

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Carolina Wealth Management opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 48,365 shares worth $2.88M. The stake represents 1.32% of the portfolio and ranks #18 among its holdings.

205 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Carolina Wealth Management held 48,365 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.88M as of Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new Carolina Wealth Management position in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up 1.32% of Carolina Wealth Management's portfolio in Q2 2026, its #18 holding.
205 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.