Insigneo Advisory Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Insigneo Advisory Services’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 Q3	$395K	Buy	7,022 +31	+0.4%	+$1.87K	0.02%	545
2026 Q2	$416K	Buy	6,991 +5	+0.1%	+$278	0.02%	529
2026 Q1	$353K	Buy	6,986 +34	+0.5%	+$1.76K	0.03%	457
2025 Q4	$339K	Buy	6,952 +150	+2%	+$7.24K	0.02%	476
2025 Q3	$329K	Sell	6,802 -18	-0.3%	-$834	0.02%	489
2025 Q2	$295K	Sell	6,820 -259	-4%	-$10.4K	0.03%	464
2025 Q1	$288K	Sell	7,079 -161	-2%	-$7.2K	0.03%	428
2024 Q4	$331K	Buy	7,240 +2,220	+44%	+$104K	0.03%	396
2024 Q3	$229K	Sell	5,020 -41	-0.8%	-$1.77K	0.02%	518
2024 Q2	$207K	Buy	+5,061	New	+$207K	0.02%	497

Other funds holding RWJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Insigneo Advisory Services's RWJ Position: Q3 2026 in Review

Insigneo Advisory Services increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.44% in Q3 2026, buying an estimated $1.87K and bringing the position to 7,022 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #545.

Insigneo Advisory Services first reported a position in RWJ in Q2 2024 and has held it in 10 quarters since. The position peaked at $416K in Q2 2026. 179 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Insigneo Advisory Services held 7,022 shares of Invesco S&P SmallCap 600 Revenue ETF worth $395K as of Q3 2026.
Insigneo Advisory Services bought 31 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $1.87K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q3 2026, its #545 holding.
Insigneo Advisory Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 10 quarters since.
Insigneo Advisory Services's Invesco S&P SmallCap 600 Revenue ETF position peaked at $416K in Q2 2026.
179 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Insigneo Advisory Services's 13F filing for Q3 2026, filed 13 Nov 2026.