EH
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Equitable Holdings’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Equitable Holdings’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 		$520K Buy
10,663
+917
+9% +$47.4K ﹤0.01% 1238
2025
Q4 		$475K Sell
9,746
-1,905
-16% -$92K ﹤0.01% 1134
2025
Q3 		$563K Buy
11,651
+3,804
+48% +$176K ﹤0.01% 1039
2025
Q2 		$340K Buy
7,847
+1,437
+22% +$57.9K ﹤0.01% 1155
2025
Q1 		$261K Buy
+6,410
New +$286K ﹤0.01% 1151
2022
Q1 		– Sell
-7,266
Closed -$298K – 912
2021
Q4 		$298K Sell
7,266
-3,513
-33% -$144K ﹤0.01% 702
2021
Q3 		$420K Sell
10,779
-18
-0.2% -$696 0.01% 578
2021
Q2 		$434K Buy
+10,797
New +$427K 0.01% 568

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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