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

Kingsview 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
2026 Q2	$278K	Buy	+4,674	New	+$260K	﹤0.01%	1224
2024 Q2	–	Sell	-4,731	Closed	-$203K	–	1107
2024 Q1	$203K	Sell	4,731 -5,878	-55%	-$239K	0.01%	967
2023 Q4	$440K	Buy	10,609 +1,339	+14%	+$49.5K	0.01%	664
2023 Q3	$338K	Buy	9,270 +738	+9%	+$28.4K	0.01%	718
2023 Q2	$323K	Buy	8,532 +1,410	+20%	+$51.5K	0.01%	723
2023 Q1	$266K	Buy	+7,122	New	+$277K	0.01%	753

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

Wellington Group Indianapolis, Indiana $378M AUM

Kingsview Wealth Management's RWJ Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 4,674 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in RWJ as recently as Q1 2024.

Kingsview Wealth Management first reported a position in RWJ in Q1 2023 and has held it in 6 quarters since. The position peaked at $440K in Q4 2023. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Kingsview Wealth Management held 4,674 shares of Invesco S&P SmallCap 600 Revenue ETF worth $278K as of Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new Kingsview Wealth Management position in Q2 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1224 holding.
Kingsview Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2023 and has held it in 6 quarters since.
Kingsview Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $440K in Q4 2023.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.