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

HighTower 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
2026 Q2	$405K	Sell	6,800 -2,369	-26%	-$132K	﹤0.01%	2939
2026 Q1	$463K	Sell	9,169 -29	-0.3%	-$1.5K	﹤0.01%	2793
2025 Q4	$448K	Buy	9,198 +2,488	+37%	+$120K	﹤0.01%	2708
2025 Q3	$324K	Sell	6,710 -12,497	-65%	-$579K	﹤0.01%	2982
2025 Q2	$831K	Sell	19,207 -7,437	-28%	-$300K	﹤0.01%	2135
2025 Q1	$1.08M	Sell	26,644 -876	-3%	-$39.2K	﹤0.01%	1910
2024 Q4	$1.26M	Buy	27,520 +5,187	+23%	+$242K	﹤0.01%	1811
2024 Q3	$1.02M	Buy	22,333 +2,992	+15%	+$129K	﹤0.01%	1922
2024 Q2	$773K	Buy	19,341 +846	+5%	+$34.6K	﹤0.01%	2014
2024 Q1	$791K	Sell	18,495 -5,341	-22%	-$217K	﹤0.01%	1953
2023 Q4	$976K	Buy	23,836 +1,214	+5%	+$44.9K	﹤0.01%	1851
2023 Q3	$819K	Buy	22,622 +2,174	+11%	+$83.7K	﹤0.01%	1908
2023 Q2	$766K	Buy	+20,448	New	+$747K	﹤0.01%	1907
2017 Q2	–	Sell	-14,631	Closed	-$325K	–	2307
2017 Q1	$325K	Buy	+14,631	New	+$326K	﹤0.01%	1516

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

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

FFW

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

HighTower Advisors's RWJ Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 26% in Q2 2026, selling an estimated $132K and leaving 6,800 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

HighTower Advisors first reported a position in RWJ in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

HighTower Advisors held 6,800 shares of Invesco S&P SmallCap 600 Revenue ETF worth $405K as of Q2 2026.
HighTower Advisors sold 2,369 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $132K.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2939 holding.
HighTower Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2017 and has held it in 14 quarters since.
HighTower Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.26M in Q4 2024.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.