Creative Financial Designs’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Creative Financial Designs’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	$348K	Buy	5,852 +3,904	+200%	+$217K	0.02%	485
2026 Q1	$98.3K	Hold	1,948	–	–	0.01%	693
2025 Q4	$94.9K	Hold	1,948	–	–	0.01%	670
2025 Q3	$94.1K	Hold	1,948	–	–	0.01%	665
2025 Q2	$84.3K	Hold	1,948	–	–	0.01%	712
2025 Q1	$79.3K	Hold	1,948	–	–	0.01%	686
2024 Q4	$89.1K	Hold	1,948	–	–	0.01%	634
2024 Q3	$89K	Hold	1,948	–	–	0.01%	625
2024 Q2	$78.1K	Hold	1,948	–	–	0.01%	641
2024 Q1	$83.4K	Hold	1,948	–	–	0.01%	605
2023 Q4	$80.7K	Buy	+1,948	New	+$72K	0.01%	584
2019 Q3	–	Sell	-1,335	Closed	-$28K	–	653
2019 Q2	$28K	Hold	1,335	–	–	0.02%	281
2019 Q1	$29K	Hold	1,335	–	–	0.02%	266
2018 Q4	$26K	Hold	1,335	–	–	0.02%	248
2018 Q3	$34K	Hold	1,335	–	–	0.02%	266
2018 Q2	$33K	Hold	1,335	–	–	0.02%	291
2018 Q1	$30K	Buy	+1,335	New	+$31K	0.02%	278

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

Creative Financial Designs's RWJ Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 200% in Q2 2026, buying an estimated $217K and bringing the position to 5,852 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #485.

Creative Financial Designs first reported a position in RWJ in Q1 2018 and has held it in 17 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Creative Financial Designs held 5,852 shares of Invesco S&P SmallCap 600 Revenue ETF worth $348K as of Q2 2026.
Creative Financial Designs bought 3,904 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $217K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #485 holding.
Creative Financial Designs first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2018 and has held it in 17 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.