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CVA Family Office’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

CVA Family Office’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
Q1 		– Sell
-124
Closed -$6.04K – 1869
2025
Q4 		$6.04K Hold
124
– – ﹤0.01% 864
2025
Q3 		$5.99K Hold
124
– – ﹤0.01% 871
2025
Q2 		$5.37K Hold
124
– – ﹤0.01% 882
2025
Q1 		$5.05K Hold
124
– – ﹤0.01% 895
2024
Q4 		$5.67K Hold
124
– – ﹤0.01% 867
2024
Q3 		$5.67K Hold
124
– – ﹤0.01% 834
2024
Q2 		$4.97K Hold
124
– – ﹤0.01% 832
2024
Q1 		$5.31K Hold
124
– – ﹤0.01% 827
2023
Q4 		$5.14K Buy
+124
New +$4.58K ﹤0.01% 817

Other funds holding RWJ

LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
WG
Wellington Group Indianapolis, Indiana $325M AUM