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
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 $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
WG
Wellington Group Indianapolis, Indiana $325M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return