Cerity Partners
RWJ icon

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

Cerity 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
Q2 		$2.32M Sell
38,982
-2,213
-5% -$123K ﹤0.01% 1512
2026
Q1 		$2.08M Buy
41,195
+20,964
+104% +$1.08M ﹤0.01% 1466
2025
Q4 		$986K Buy
20,231
+548
+3% +$26.5K ﹤0.01% 1733
2025
Q3 		$951K Buy
19,683
+100
+0.5% +$4.63K ﹤0.01% 1617
2025
Q2 		$848K Buy
19,583
+2
+0% +$81 ﹤0.01% 1594
2025
Q1 		$797K Sell
19,581
-1,025
-5% -$45.8K ﹤0.01% 1533
2024
Q4 		$943K Sell
20,606
-2
-0% -$93 ﹤0.01% 1447
2024
Q3 		$942K Buy
20,608
+7,507
+57% +$324K ﹤0.01% 1419
2024
Q2 		$525K Sell
13,101
-202
-2% -$8.25K ﹤0.01% 1526
2024
Q1 		$570K Buy
13,303
+21
+0.2% +$855 ﹤0.01% 1538
2023
Q4 		$550K Buy
13,282
+866
+7% +$32K ﹤0.01% 1234
2023
Q3 		$452K Sell
12,416
-2,563
-17% -$98.6K ﹤0.01% 1015
2023
Q2 		$567K Buy
+14,979
New +$547K ﹤0.01% 1131

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
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners's RWJ Position: Q2 2026 in Review

Cerity Partners reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 5.4% in Q2 2026, selling an estimated $123K and leaving 38,982 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Cerity Partners first reported a position in RWJ in Q2 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Cerity Partners held 38,982 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.32M as of Q2 2026.
  • Cerity Partners sold 2,213 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $123K.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1512 holding.
  • Cerity Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.