Farther Finance Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Farther Finance 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
2026 Q3	$271K	Sell	4,814 -283	-6%	-$17K	﹤0.01%	2055
2026 Q2	$303K	Buy	5,097 +662	+15%	+$36.8K	﹤0.01%	1945
2026 Q1	$224K	Hold	4,435	–	–	﹤0.01%	1942
2025 Q4	$216K	Sell	4,435 -51	-1%	-$2.46K	﹤0.01%	1869
2025 Q3	$217K	Buy	4,486 +4,327	+2,721%	+$200K	﹤0.01%	1561
2025 Q2	$6.88K	Hold	159	–	–	﹤0.01%	3235
2025 Q1	$6.48K	Buy	+159	New	+$7.11K	﹤0.01%	2932

Other funds holding RWJ

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Farther Finance Advisors's RWJ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 5.6% in Q3 2026, selling an estimated $17K and leaving 4,814 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Farther Finance Advisors first reported a position in RWJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $303K in Q2 2026. 9 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Farther Finance Advisors held 4,814 shares of Invesco S&P SmallCap 600 Revenue ETF worth $271K as of Q3 2026.
Farther Finance Advisors sold 283 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $17K.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2055 holding.
Farther Finance Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $303K in Q2 2026.
9 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.