KMG Fiduciary Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

KMG Fiduciary Partners’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	$508K	Sell	8,542 -61	-0.7%	-$3.39K	0.05%	153
2026 Q1	$434K	Sell	8,603 -2	-0%	-$103	0.03%	207
2025 Q4	$419K	Sell	8,605 -1	-0%	-$48	0.03%	207
2025 Q3	$416K	Hold	8,606	–	–	0.03%	245
2025 Q2	$373K	Sell	8,606 -12,782	-60%	-$515K	0.03%	246
2025 Q1	$870K	Sell	21,388 -445	-2%	-$19.9K	0.07%	192
2024 Q4	$999K	Buy	21,833 +1,549	+8%	+$72.2K	0.08%	175
2024 Q3	$927K	Buy	+20,284	New	+$877K	0.08%	177

Other funds holding RWJ

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return