GPS Wealth Strategies Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-375	Closed	-$18.1K	–	1369
2025 Q3	$18.1K	Hold	375	–	–	﹤0.01%	926
2025 Q2	$16.2K	Hold	375	–	–	﹤0.01%	905
2025 Q1	$15.3K	Hold	375	–	–	﹤0.01%	895
2024 Q4	$17.2K	Hold	375	–	–	﹤0.01%	826
2024 Q3	$17.1K	Hold	375	–	–	﹤0.01%	832
2024 Q2	$15K	Buy	+375	New	+$15.3K	﹤0.01%	823

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

GPS Wealth Strategies Group's RWJ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2025, closing a stake of 375 shares — an estimated $18.1K sold.

GPS Wealth Strategies Group first reported a position in RWJ in Q2 2024 and held it in 6 quarters. The position peaked at $18.1K in Q3 2025. 193 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 375 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $18.1K.
GPS Wealth Strategies Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and held it in 6 quarters.
GPS Wealth Strategies Group's Invesco S&P SmallCap 600 Revenue ETF position peaked at $18.1K in Q3 2025.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.