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J. Derek Lewis & Associates’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

J. Derek Lewis & Associates’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 		$210K Buy
+3,531
New +$196K 0.04% 181

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

J. Derek Lewis & Associates's RWJ Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 3,531 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings.

115 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • J. Derek Lewis & Associates held 3,531 shares of Invesco S&P SmallCap 600 Revenue ETF worth $210K as of Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF was a new J. Derek Lewis & Associates position in Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #181 holding.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.