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Financial Advocates Investment Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-39,392
Closed -$1.71M – 480
2025
Q2 		$1.71M Sell
39,392
-1,331
-3% -$53.6K 0.14% 148
2025
Q1 		$1.66M Buy
40,723
+52
+0.1% +$2.32K 0.12% 192
2024
Q4 		$1.86M Sell
40,671
-398
-1% -$18.6K 0.11% 192
2024
Q3 		$1.88M Buy
41,069
+10
+0% +$432 0.11% 192
2024
Q2 		$1.65M Buy
41,059
+108
+0.3% +$4.41K 0.1% 197
2024
Q1 		$1.75M Sell
40,951
-416
-1% -$16.9K 0.1% 203
2023
Q4 		$1.71M Buy
41,367
+708
+2% +$26.2K 0.11% 191
2023
Q3 		$1.48M Buy
40,659
+699
+2% +$26.9K 0.11% 210
2023
Q2 		$1.51M Sell
39,960
-459
-1% -$16.8K 0.11% 199
2023
Q1 		$1.51M Buy
40,419
+2,130
+6% +$82.8K 0.11% 216
2022
Q4 		$1.39M Buy
38,289
+2,217
+6% +$80.6K 0.1% 226
2022
Q3 		$1.16M Buy
36,072
+1,929
+6% +$69.9K 0.1% 228
2022
Q2 		$1.16M Sell
34,143
-882
-3% -$33.2K 0.09% 238
2022
Q1 		$1.4M Sell
35,025
-159
-0.5% -$6.34K 0.09% 239
2021
Q4 		$1.4M Buy
35,184
+4,305
+14% +$176K 0.09% 262
2021
Q3 		$1.2M Buy
30,879
+1,137
+4% +$44K 0.08% 276
2021
Q2 		$1.19M Buy
29,742
+768
+3% +$30.4K 0.08% 291
2021
Q1 		$1.1M Buy
28,974
+5,838
+25% +$199K 0.08% 295
2020
Q4 		$625K Buy
+23,136
New +$557K 0.04% 396

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's RWJ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2025, closing a stake of 39,392 shares — an estimated $1.71M sold.

Financial Advocates Investment Management first reported a position in RWJ in Q4 2020 and held it in 19 quarters. The position peaked at $1.88M in Q3 2024. 186 funds tracked by Wall St. Rank hold RWJ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 39,392 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2025, an estimated $1.71M.
  • Financial Advocates Investment Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2020 and held it in 19 quarters.
  • Financial Advocates Investment Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.88M in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.