John Overdeck’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

John Overdeck’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	$1.37M	Buy	+23,000	New	+$1.28M	﹤0.01%	3353
2025 Q2	–	Sell	-118,825	Closed	-$4.84M	–	3494
2025 Q1	$4.84M	Buy	118,825 +113,600	+2,174%	+$5.08M	0.01%	1154
2024 Q4	$239K	Sell	5,225 -25,300	-83%	-$1.18M	﹤0.01%	2815
2024 Q3	$1.4M	Buy	30,525 +12,600	+70%	+$544K	﹤0.01%	1904
2024 Q2	$718K	Sell	17,925 -67,300	-79%	-$2.75M	﹤0.01%	2177
2024 Q1	$3.65M	Sell	85,225 -27,400	-24%	-$1.12M	0.01%	1135
2023 Q4	$4.67M	Buy	112,625 +35,700	+46%	+$1.32M	0.01%	1031
2023 Q3	$2.8M	Buy	76,925 +16,325	+27%	+$628K	0.01%	1192
2023 Q2	$2.29M	Buy	+60,600	New	+$2.21M	0.01%	1345

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

John Overdeck's RWJ Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 23,000 shares worth $1.37M. The stake represents ﹤0.01% of the portfolio and ranks #3353 among its holdings. This is a return to the name: John Overdeck previously reported a position in RWJ as recently as Q1 2025.

John Overdeck first reported a position in RWJ in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.84M in Q1 2025. 205 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

John Overdeck held 23,000 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.37M as of Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new John Overdeck position in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3353 holding.
John Overdeck first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and has held it in 9 quarters since.
John Overdeck's Invesco S&P SmallCap 600 Revenue ETF position peaked at $4.84M in Q1 2025.
205 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.