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

Crewe Advisors’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
Q2 		– Sell
-2,474
Closed -$101K – 823
2025
Q1 		$101K Sell
2,474
-206
-8% -$9.21K 0.01% 200
2024
Q4 		$123K Hold
2,680
– – 0.02% 183
2024
Q3 		$123K Hold
2,680
– – 0.01% 203
2024
Q2 		$107K Hold
2,680
– – 0.01% 260
2024
Q1 		$115K Hold
2,680
– – 0.01% 254
2023
Q4 		$111K Buy
+2,680
New +$99K 0.02% 96

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Crewe Advisors's RWJ Position: Q2 2025 in Review

Crewe Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2025, closing a stake of 2,474 shares — an estimated $101K sold.

Crewe Advisors first reported a position in RWJ in Q4 2023 and held it in 6 quarters. The position peaked at $123K in Q4 2024. 182 funds tracked by Wall St. Rank hold RWJ as of Q2 2025.

  • Crewe Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 2,474 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2025, an estimated $101K.
  • Crewe Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2023 and held it in 6 quarters.
  • Crewe Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $123K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.