KWM
RWJ icon

Kiker Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Kiker Wealth Management’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
2025
Q3 		– Sell
-589
Closed -$25.5K – 569
2025
Q2 		$25.5K Sell
589
-1,236
-68% -$49.8K 0.01% 267
2025
Q1 		$74.3K Buy
1,825
+45
+3% +$2.01K 0.05% 154
2024
Q4 		$81.5K Buy
+1,780
New +$83K 0.07% 92

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kiker Wealth Management's RWJ Position: Q3 2025 in Review

Kiker Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2025, closing a stake of 589 shares — an estimated $25.5K sold.

Kiker Wealth Management first reported a position in RWJ in Q4 2024 and held it in 3 quarters. The position peaked at $81.5K in Q4 2024. 186 funds tracked by Wall St. Rank hold RWJ as of Q3 2025.

  • Kiker Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 589 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2025, an estimated $25.5K.
  • Kiker Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and held it in 3 quarters.
  • Kiker Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $81.5K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.