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

Integrity Wealth 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	–	Sell	-5,972	Closed	-$291K	–	78
2025 Q4	$291K	Sell	5,972 -8,447	-59%	-$408K	0.2%	59
2025 Q3	$696K	Buy	14,419 +1,557	+12%	+$72.1K	0.25%	39
2025 Q2	$557K	Buy	12,862 +1,199	+10%	+$48.3K	0.39%	35
2025 Q1	$475K	Buy	11,663 +462	+4%	+$20.6K	0.35%	36
2024 Q4	$513K	Buy	+11,201	New	+$522K	0.37%	36

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Integrity Wealth Advisors's RWJ Position: Q1 2026 in Review

Integrity Wealth Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2026, closing a stake of 5,972 shares — an estimated $291K sold.

Integrity Wealth Advisors first reported a position in RWJ in Q4 2024 and held it in 5 quarters. The position peaked at $696K in Q3 2025. 194 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Integrity Wealth Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2026 after selling out during the quarter.
Integrity Wealth Advisors sold 5,972 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $291K.
Integrity Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and held it in 5 quarters.
Integrity Wealth Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $696K in Q3 2025.
194 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

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