Destiny Wealth Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Destiny Wealth Partners’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	$39.7K	Buy	+786	New	+$40.6K	﹤0.01%	473
2023 Q3	–	Sell	-300,972	Closed	-$3.96M	–	172
2023 Q2	$3.96M	Buy	300,972 +204,534	+212%	+$7.47M	0.76%	44
2023 Q1	$3.61M	Sell	96,438 -1,374	-1%	-$53.4K	0.75%	42
2022 Q4	$3.54M	Buy	97,812 +4,509	+5%	+$164K	0.77%	44
2022 Q3	$2.99M	Sell	93,303 -153	-0.2%	-$5.54K	0.67%	50
2022 Q2	$3.17M	Buy	93,456 +3,858	+4%	+$145K	0.7%	49
2022 Q1	$3.58M	Buy	+89,598	New	+$3.57M	0.7%	48

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $325M AUM

Destiny Wealth Partners's RWJ Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2026: 786 shares worth $39.7K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in RWJ as recently as Q2 2023.

Destiny Wealth Partners first reported a position in RWJ in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.96M in Q2 2023. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Destiny Wealth Partners held 786 shares of Invesco S&P SmallCap 600 Revenue ETF worth $39.7K as of Q1 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new Destiny Wealth Partners position in Q1 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #473 holding.
Destiny Wealth Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2022 and has held it in 7 quarters since.
Destiny Wealth Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $3.96M in Q2 2023.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.