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

Covestor’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
Q3 		– Sell
-66
Closed -$3.06K – 2697
2025
Q2 		$3K Sell
66
-66
-50% -$2.66K ﹤0.01% 1802
2025
Q1 		$5K Sell
132
-27
-17% -$1.21K ﹤0.01% 1738
2024
Q4 		$7K Buy
+159
New +$7.41K ﹤0.01% 1677

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Covestor's RWJ Position: Q3 2025 in Review

Covestor sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2025, closing a stake of 66 shares — an estimated $3.06K sold.

Covestor first reported a position in RWJ in Q4 2024 and held it in 3 quarters. The position peaked at $7K in Q4 2024. 186 funds tracked by Wall St. Rank hold RWJ as of Q3 2025.

  • Covestor reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Covestor sold 66 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2025, an estimated $3.06K.
  • Covestor first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and held it in 3 quarters.
  • Covestor's Invesco S&P SmallCap 600 Revenue ETF position peaked at $7K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.