KPWS
RWJ icon

Kestra Private Wealth Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Kestra Private Wealth 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
Q1 		$281K Buy
5,575
+208
+4% +$10.8K ﹤0.01% 1485
2025
Q4 		$261K Buy
5,367
+284
+6% +$13.7K ﹤0.01% 1484
2025
Q3 		$246K Buy
5,083
+439
+9% +$20.3K ﹤0.01% 1465
2025
Q2 		$201K Buy
+4,644
New +$187K ﹤0.01% 1502

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM

Kestra Private Wealth Services's RWJ Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 3.9% in Q1 2026, buying an estimated $10.8K and bringing the position to 5,575 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Kestra Private Wealth Services first reported a position in RWJ in Q2 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

  • Kestra Private Wealth Services held 5,575 shares of Invesco S&P SmallCap 600 Revenue ETF worth $281K as of Q1 2026.
  • Kestra Private Wealth Services bought 208 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $10.8K.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1485 holding.
  • Kestra Private Wealth Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.