HighTower Advisors
RWJ icon

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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
WG
Wellington Group Indianapolis, Indiana $325M AUM