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

Elevation 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	–	Sell	-1,429	Closed	-$69.6K	–	1127
2025 Q4	$69.6K	Hold	1,429	–	–	0.02%	199
2025 Q3	$69K	Sell	1,429 -500	-26%	-$23.2K	0.02%	208
2025 Q2	$83.5K	Hold	1,929	–	–	0.03%	190
2025 Q1	$78.5K	Hold	1,929	–	–	0.03%	192
2024 Q4	$88.3K	Hold	1,929	–	–	0.04%	179
2024 Q3	$88.2K	Buy	+1,929	New	+$83.4K	0.04%	177

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

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

Elevation Wealth Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2026, closing a stake of 1,429 shares — an estimated $69.6K sold.

Elevation Wealth Partners first reported a position in RWJ in Q3 2024 and held it in 6 quarters. The position peaked at $88.3K in Q4 2024. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Elevation Wealth Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2026 after selling out during the quarter.
Elevation Wealth Partners sold 1,429 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $69.6K.
Elevation Wealth Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2024 and held it in 6 quarters.
Elevation Wealth Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $88.3K in Q4 2024.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.