FCAS
RWJ icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM