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

Edge Financial 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 Q4	$1.4M	Buy	28,770 +188	+0.7%	+$9.08K	0.59%	40
2025 Q3	$1.38M	Sell	28,582 -66	-0.2%	-$3.06K	0.62%	37
2025 Q2	$1.25M	Buy	28,648 +2,619	+10%	+$106K	0.66%	34
2025 Q1	$1.06M	Buy	+26,029	New	+$1.16M	0.67%	32

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Edge Financial Advisors's RWJ Position: Q4 2025 in Review

Edge Financial Advisors increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.66% in Q4 2025, buying an estimated $9.08K and bringing the position to 28,770 shares worth $1.4M. The position accounts for 0.59% of the portfolio, ranked #40.

Edge Financial Advisors first reported a position in RWJ in Q1 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

Edge Financial Advisors held 28,770 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.4M as of Q4 2025.
Edge Financial Advisors bought 188 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $9.08K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.59% of Edge Financial Advisors's portfolio in Q4 2025, its #40 holding.
Edge Financial Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.