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

First Command Advisory Services’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	$71.1K	Sell	1,195 -2,463	-67%	-$137K	﹤0.01%	370
2026 Q1	$185K	Buy	3,658 +91	+3%	+$4.7K	﹤0.01%	201
2025 Q4	$174K	Hold	3,567	–	–	﹤0.01%	191
2025 Q3	$172K	Hold	3,567	–	–	﹤0.01%	187
2025 Q2	$154K	Hold	3,567	–	–	﹤0.01%	190
2025 Q1	$145K	Buy	3,567 +912	+34%	+$40.8K	﹤0.01%	195
2024 Q4	$121K	Buy	2,655 +245	+10%	+$11.4K	﹤0.01%	205
2024 Q3	$110K	Sell	2,410 -200	-8%	-$8.64K	﹤0.01%	216
2024 Q2	$105K	Buy	2,610 +1,797	+221%	+$73.4K	﹤0.01%	205
2024 Q1	$34.8K	Hold	813	–	–	﹤0.01%	282
2023 Q4	$33.7K	Hold	813	–	–	﹤0.01%	271
2023 Q3	$29.6K	Buy	+813	New	+$31.3K	﹤0.01%	275

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

First Command Advisory Services's RWJ Position: Q2 2026 in Review

First Command Advisory Services reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 67% in Q2 2026, selling an estimated $137K and leaving 1,195 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

First Command Advisory Services first reported a position in RWJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $185K in Q1 2026. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

First Command Advisory Services held 1,195 shares of Invesco S&P SmallCap 600 Revenue ETF worth $71.1K as of Q2 2026.
First Command Advisory Services sold 2,463 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $137K.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #370 holding.
First Command Advisory Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's Invesco S&P SmallCap 600 Revenue ETF position peaked at $185K in Q1 2026.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.