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Greenline Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Greenline Wealth Management’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 		– Sell
-637
Closed -$31K – 428
2025
Q4 		$31K Buy
+637
New +$30.8K 0.03% 237

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
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

Greenline Wealth Management's RWJ Position: Q1 2026 in Review

Greenline Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2026, closing a stake of 637 shares — an estimated $31K sold.

Greenline Wealth Management first reported a position in RWJ in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 194 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

  • Greenline Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 637 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $31K.
  • Greenline Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $31K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.