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

Financial Solutions Advisory Group’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 		$435K Buy
7,358
+116
+2% +$6.45K 0.06% 124
2026
Q1 		$366K Buy
+7,242
New +$374K 0.05% 120

Other funds holding RWJ

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Financial Solutions Advisory Group's RWJ Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.6% in Q2 2026, buying an estimated $6.45K and bringing the position to 7,358 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #124.

Financial Solutions Advisory Group first reported a position in RWJ in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Financial Solutions Advisory Group held 7,358 shares of Invesco S&P SmallCap 600 Revenue ETF worth $435K as of Q2 2026.
  • Financial Solutions Advisory Group bought 116 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $6.45K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #124 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.