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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CVA Family Office's RWJ Position: Q1 2026 in Review

CVA Family Office sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2026, closing a stake of 124 shares — an estimated $6.04K sold.

CVA Family Office first reported a position in RWJ in Q4 2023 and held it in 9 quarters. The position peaked at $6.04K in Q4 2025. 194 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

CVA Family Office reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2026 after selling out during the quarter.
CVA Family Office sold 124 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $6.04K.
CVA Family Office first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2023 and held it in 9 quarters.
CVA Family Office's Invesco S&P SmallCap 600 Revenue ETF position peaked at $6.04K in Q4 2025.
194 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.