Creative Planning
RWJ icon

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

Creative Planning’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 		$1.87M Buy
31,357
+617
+2% +$34.3K ﹤0.01% 2141
2026
Q1 		$1.55M Buy
30,740
+937
+3% +$48.4K ﹤0.01% 2110
2025
Q4 		$1.45M Sell
29,803
-1,013
-3% -$48.9K ﹤0.01% 1978
2025
Q3 		$1.49M Buy
30,816
+1,635
+6% +$75.8K ﹤0.01% 1770
2025
Q2 		$1.26M Sell
29,181
-1,221
-4% -$49.2K ﹤0.01% 1664
2025
Q1 		$1.24M Buy
30,402
+1,126
+4% +$50.3K ﹤0.01% 1542
2024
Q4 		$1.34M Sell
29,276
-963
-3% -$44.9K ﹤0.01% 1424
2024
Q3 		$1.38M Buy
30,239
+3,045
+11% +$132K ﹤0.01% 1288
2024
Q2 		$1.09M Buy
27,194
+926
+4% +$37.8K ﹤0.01% 1347
2024
Q1 		$1.12M Sell
26,268
-663
-2% -$27K ﹤0.01% 1262
2023
Q4 		$1.12M Buy
26,931
+1,269
+5% +$46.9K ﹤0.01% 1174
2023
Q3 		$935K Buy
+25,662
New +$988K ﹤0.01% 1193
2017
Q3 		– Sell
-1,134
Closed -$25K – 3354
2017
Q2 		$25K Buy
1,134
+984
+656% +$21.5K ﹤0.01% 3029
2017
Q1 		$3K Sell
150
-951
-86% -$21.2K ﹤0.01% 4181
2016
Q4 		$25K Buy
+1,101
New +$22.9K ﹤0.01% 2930
2016
Q2 		– Sell
-105
Closed -$2K – 4488
2016
Q1 		$2K Sell
105
-1,890
-95% -$30.8K ﹤0.01% 3982
2015
Q4 		$34K Buy
+1,995
New +$35.7K ﹤0.01% 2428
2014
Q1 		– Sell
-1,251
Closed -$22K – 3733
2013
Q4 		$22K Buy
+1,251
New +$21.3K ﹤0.01% 2128

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
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

Creative Planning's RWJ Position: Q2 2026 in Review

Creative Planning increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 2% in Q2 2026, buying an estimated $34.3K and bringing the position to 31,357 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Creative Planning first reported a position in RWJ in Q4 2013 and has held it in 18 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Creative Planning held 31,357 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.87M as of Q2 2026.
  • Creative Planning bought 617 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $34.3K.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2141 holding.
  • Creative Planning first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2013 and has held it in 18 quarters since.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.