Cornerstone Financial Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Cornerstone Financial 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
2026 Q3	$416K	Hold	7,397	–	–	0.24%	57
2026 Q2	$440K	Buy	7,397 +19	+0.3%	+$1.06K	0.27%	55
2026 Q1	$414K	Buy	7,378 +23	+0.3%	+$1.19K	0.27%	55
2025 Q4	$358K	Buy	7,355 +21	+0.3%	+$1.01K	0.25%	58
2025 Q3	$354K	Buy	7,334 +22	+0.3%	+$1.02K	0.27%	57
2025 Q2	$317K	Buy	7,312 +19	+0.3%	+$765	0.27%	57
2025 Q1	$306K	Buy	7,293 +22	+0.3%	+$983	0.28%	56
2024 Q4	$333K	Buy	+7,271	New	+$339K	0.33%	55

Other funds holding RWJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cornerstone Financial Group's RWJ Position: Q3 2026 in Review

Cornerstone Financial Group held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q3 2026 at 7,397 shares worth $416K. The position accounts for 0.24% of the portfolio, ranked #57.

Cornerstone Financial Group first reported a position in RWJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $440K in Q2 2026. 149 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Cornerstone Financial Group held 7,397 shares of Invesco S&P SmallCap 600 Revenue ETF worth $416K as of Q3 2026.
Cornerstone Financial Group left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q3 2026.
Invesco S&P SmallCap 600 Revenue ETF made up 0.24% of Cornerstone Financial Group's portfolio in Q3 2026, its #57 holding.
Cornerstone Financial Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's Invesco S&P SmallCap 600 Revenue ETF position peaked at $440K in Q2 2026.
149 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.