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CHB Investment Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

CHB Investment Group’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
2025
Q2 		$1.04M Sell
23,982
-220
-0.9% -$8.86K 0.53% 55
2025
Q1 		$985K Buy
24,202
+3,133
+15% +$140K 0.52% 60
2024
Q4 		$964K Buy
21,069
+12,449
+144% +$580K 0.52% 60
2024
Q3 		$394K Buy
+8,620
New +$372K 0.21% 62

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CHB Investment Group's RWJ Position: Q2 2025 in Review

CHB Investment Group reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.91% in Q2 2025, selling an estimated $8.86K and leaving 23,982 shares worth $1.04M. The position accounts for 0.53% of the portfolio, ranked #55.

CHB Investment Group first reported a position in RWJ in Q3 2024 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold RWJ as of Q2 2025.

  • CHB Investment Group held 23,982 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.04M as of Q2 2025.
  • CHB Investment Group sold 220 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2025, an estimated $8.86K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.53% of CHB Investment Group's portfolio in Q2 2025, its #55 holding.
  • CHB Investment Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2024 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.