Focus Partners Wealth
RWJ icon

Focus Partners Wealth’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Focus Partners Wealth’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 		$34M Buy
572,104
+16,132
+3% +$897K 0.03% 398
2026
Q1 		$28.1M Buy
555,972
+30,556
+6% +$1.58M 0.03% 421
2025
Q4 		$25.6M Buy
525,416
+72,377
+16% +$3.5M 0.03% 432
2025
Q3 		$21.9M Buy
453,039
+33,540
+8% +$1.55M 0.04% 386
2025
Q2 		$18.2M Buy
419,499
+25,391
+6% +$1.02M 0.04% 381
2025
Q1 		$16M Buy
394,108
+16,669
+4% +$745K 0.04% 376
2024
Q4 		$17.3M Buy
377,439
+277,405
+277% +$12.9M 0.04% 347
2024
Q3 		$2.81M Sell
100,034
-185,227
-65% -$8M 0.01% 699
2024
Q2 		$12M Buy
285,261
+47,170
+20% +$1.93M 0.04% 342
2024
Q1 		$9.46M Buy
+238,091
New +$9.69M 0.08% 223

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Focus Partners Wealth's RWJ Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 2.9% in Q2 2026, buying an estimated $897K and bringing the position to 572,104 shares worth $34M. The position accounts for 0.03% of the portfolio, ranked #398.

Focus Partners Wealth first reported a position in RWJ in Q1 2024 and has held it in 10 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Focus Partners Wealth held 572,104 shares of Invesco S&P SmallCap 600 Revenue ETF worth $34M as of Q2 2026.
  • Focus Partners Wealth bought 16,132 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $897K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #398 holding.
  • Focus Partners Wealth first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and has held it in 10 quarters since.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.