Jeff Yass’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Jeff Yass’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
2024 Q1	–	Sell	-7,700	Closed	-$319K	–	13184
2023 Q4	$319K	Sell	7,700 -11,100	-59%	-$410K	﹤0.01%	9702
2023 Q3	$685K	Sell	18,800 -27,400	-59%	-$1.05M	﹤0.01%	7496
2023 Q2	$1.75M	Buy	46,200 +39,600	+600%	+$1.45M	﹤0.01%	5424
2023 Q1	$247K	Buy	+6,600	New	+$256K	﹤0.01%	10155

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Jeff Yass's RWJ Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 8,726 shares worth $519K. The stake represents ﹤0.01% of the portfolio and ranks #9839 among its holdings. This is a return to the name: Jeff Yass previously reported a position in RWJ as recently as Q3 2025.

Jeff Yass first reported a position in RWJ in Q2 2013 and has held it in 44 quarters since. The position peaked at $8.63M in Q4 2018. 205 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Jeff Yass held 8,726 shares of Invesco S&P SmallCap 600 Revenue ETF worth $519K as of Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new Jeff Yass position in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9839 holding.
Jeff Yass first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2013 and has held it in 44 quarters since.
Jeff Yass's Invesco S&P SmallCap 600 Revenue ETF position peaked at $8.63M in Q4 2018.
205 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.