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Financial Services Advisory’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Financial Services Advisory’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
Q2 		$10.8M Buy
+182,083
New +$10.1M 2.71% 12

Other funds holding RWJ

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Services Advisory's RWJ Position: Q2 2026 in Review

Financial Services Advisory opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 182,083 shares worth $10.8M. The stake represents 2.71% of the portfolio and ranks #12 among its holdings.

84 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Financial Services Advisory held 182,083 shares of Invesco S&P SmallCap 600 Revenue ETF worth $10.8M as of Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF was a new Financial Services Advisory position in Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up 2.71% of Financial Services Advisory's portfolio in Q2 2026, its #12 holding.
  • 84 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.