Larson Financial Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Larson Financial Group’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	$400K	Buy	6,727 +6,716	+61,055%	+$373K	0.01%	621
2026 Q1	$555	Hold	11	–	–	﹤0.01%	3295
2025 Q4	$536	Hold	11	–	–	﹤0.01%	3105
2025 Q3	$531	Buy	+11	New	+$510	﹤0.01%	3090

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

Larson Financial Group's RWJ Position: Q2 2026 in Review

Larson Financial Group increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 61,055% in Q2 2026, buying an estimated $373K and bringing the position to 6,727 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #621.

Larson Financial Group first reported a position in RWJ in Q3 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Larson Financial Group held 6,727 shares of Invesco S&P SmallCap 600 Revenue ETF worth $400K as of Q2 2026.
Larson Financial Group bought 6,716 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $373K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #621 holding.
Larson Financial Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.