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

Copia 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	$767K	Sell	12,886 -12	-0.1%	-$667	0.46%	51
2026 Q1	$651K	Sell	12,898 -68	-0.5%	-$3.52K	0.45%	55
2025 Q4	$632K	Buy	12,966 +1,540	+13%	+$74.4K	0.45%	47
2025 Q3	$552K	Buy	11,426 +1,974	+21%	+$91.5K	0.41%	51
2025 Q2	$409K	Buy	9,452 +492	+5%	+$19.8K	0.35%	61
2025 Q1	$365K	Buy	8,960 +337	+4%	+$15.1K	0.34%	57
2024 Q4	$395K	Buy	+8,623	New	+$402K	0.38%	54

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

Wellington Group Indianapolis, Indiana $378M AUM

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

Copia Wealth Management reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.09% in Q2 2026, selling an estimated $667 and leaving 12,886 shares worth $767K. The position accounts for 0.46% of the portfolio, ranked #51.

Copia Wealth Management first reported a position in RWJ in Q4 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Copia Wealth Management held 12,886 shares of Invesco S&P SmallCap 600 Revenue ETF worth $767K as of Q2 2026.
Copia Wealth Management sold 12 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $667.
Invesco S&P SmallCap 600 Revenue ETF made up 0.46% of Copia Wealth Management's portfolio in Q2 2026, its #51 holding.
Copia Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.