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Founders Financial Securities’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-6,702
Closed -$307K – 493
2024
Q4 		$307K Buy
6,702
+43
+0.6% +$2K 0.03% 373
2024
Q3 		$304K Sell
6,659
-562
-8% -$24.3K 0.03% 366
2024
Q2 		$289K Sell
7,221
-11,893
-62% -$486K 0.03% 354
2024
Q1 		$818K Sell
19,114
-3,588
-16% -$146K 0.09% 188
2023
Q4 		$941K Sell
22,702
-17,063
-43% -$630K 0.1% 174
2023
Q3 		$1.45M Buy
39,765
+8,343
+27% +$321K 0.19% 100
2023
Q2 		$1.19M Buy
31,422
+21,693
+223% +$792K 0.16% 124
2023
Q1 		$364K Sell
9,729
-693
-7% -$26.9K 0.05% 239
2022
Q4 		$377K Buy
10,422
+1,287
+14% +$46.8K 0.06% 224
2022
Q3 		$293K Sell
9,135
-13,419
-59% -$486K 0.05% 232
2022
Q2 		$766K Sell
22,554
-14,205
-39% -$534K 0.15% 124
2022
Q1 		$1.47M Buy
+36,759
New +$1.47M 0.26% 80

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Securities's RWJ Position: Q1 2025 in Review

Founders Financial Securities sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2025, closing a stake of 6,702 shares — an estimated $307K sold.

Founders Financial Securities first reported a position in RWJ in Q1 2022 and held it in 12 quarters. The position peaked at $1.47M in Q1 2022. 195 funds tracked by Wall St. Rank hold RWJ as of Q1 2025.

  • Founders Financial Securities reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Securities sold 6,702 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2025, an estimated $307K.
  • Founders Financial Securities first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2022 and held it in 12 quarters.
  • Founders Financial Securities's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.47M in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2025.

Based on Founders Financial Securities's 13F filing for Q1 2025, filed 12 May 2025.