Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Cetera Investment Advisers’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 		$8.22M Buy
138,125
+5,006
+4% +$278K 0.01% 1275
2026
Q1 		$6.72M Sell
133,119
-913
-0.7% -$47.2K 0.01% 1314
2025
Q4 		$6.53M Buy
134,032
+2,696
+2% +$130K 0.01% 1286
2025
Q3 		$6.34M Sell
131,336
-53,228
-29% -$2.47M 0.01% 1241
2025
Q2 		$7.99M Buy
184,564
+7,531
+4% +$303K 0.01% 937
2025
Q1 		$7.21M Buy
177,033
+117,358
+197% +$5.25M 0.01% 924
2024
Q4 		$2.73M Sell
59,675
-80,138
-57% -$3.74M 0.01% 1423
2024
Q3 		$6.39M Sell
139,813
-59,710
-30% -$2.58M 0.01% 887
2024
Q2 		$7.99M Sell
199,523
-19,503
-9% -$797K 0.02% 766
2024
Q1 		$9.38M Buy
219,026
+213,270
+3,705% +$8.68M 0.02% 693
2023
Q4 		$238K Buy
5,756
+124
+2% +$4.58K ﹤0.01% 1932
2023
Q3 		$205K Buy
5,632
+16
+0.3% +$616 ﹤0.01% 1974
2023
Q2 		$212K Sell
5,616
-309
-5% -$11.3K ﹤0.01% 1948
2023
Q1 		$222K Buy
5,925
+57
+1% +$2.21K ﹤0.01% 1897
2022
Q4 		$212K Buy
+5,868
New +$213K ﹤0.01% 1873
2022
Q3 		– Sell
-7,437
Closed -$252K – 1854
2022
Q2 		$252K Sell
7,437
-42
-0.6% -$1.58K ﹤0.01% 1539
2022
Q1 		$299K Buy
7,479
+366
+5% +$14.6K ﹤0.01% 1483
2021
Q4 		$292K Buy
7,113
+1,104
+18% +$45.1K ﹤0.01% 1503
2021
Q3 		$234K Buy
+6,009
New +$232K ﹤0.01% 1582

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
Bank of America
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
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
WG
Wellington Group Indianapolis, Indiana $378M AUM

Cetera Investment Advisers's RWJ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 3.8% in Q2 2026, buying an estimated $278K and bringing the position to 138,125 shares worth $8.22M. The position accounts for 0.01% of the portfolio, ranked #1275.

Cetera Investment Advisers first reported a position in RWJ in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.38M in Q1 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Cetera Investment Advisers held 138,125 shares of Invesco S&P SmallCap 600 Revenue ETF worth $8.22M as of Q2 2026.
  • Cetera Investment Advisers bought 5,006 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $278K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1275 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2021 and has held it in 19 quarters since.
  • Cetera Investment Advisers's Invesco S&P SmallCap 600 Revenue ETF position peaked at $9.38M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.