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Foundations Investment Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Foundations Investment Advisors’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
2025
Q3 		– Sell
-168,224
Closed -$7.28M – 1085
2025
Q2 		$7.28M Buy
168,224
+15,687
+10% +$632K 0.12% 155
2025
Q1 		$6.21M Buy
152,537
+45,284
+42% +$2.02M 0.11% 172
2024
Q4 		$4.91M Buy
107,253
+74,616
+229% +$3.48M 0.09% 193
2024
Q3 		$1.49M Sell
32,637
-5,324
-14% -$230K 0.03% 311
2024
Q2 		$1.52M Buy
37,961
+12,480
+49% +$510K 0.04% 273
2024
Q1 		$1.09M Buy
25,481
+2,767
+12% +$113K 0.03% 311
2023
Q4 		$918K Buy
+22,714
New +$839K 0.02% 322

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return