Legacy Financial Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Legacy Financial Advisors’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	$2.2M	Buy	36,937 +1,170	+3%	+$65K	0.27%	65
2026 Q1	$1.81M	Buy	35,767 +3,130	+10%	+$162K	0.25%	69
2025 Q4	$1.59M	Buy	32,637 +661	+2%	+$31.9K	0.22%	78
2025 Q3	$1.54M	Buy	31,976 +2,759	+9%	+$128K	0.21%	76
2025 Q2	$1.26M	Buy	29,217 +2,024	+7%	+$81.5K	0.2%	82
2025 Q1	$1.11M	Buy	27,193 +1,017	+4%	+$45.5K	0.19%	97
2024 Q4	$1.2M	Buy	26,176 +340	+1%	+$15.9K	0.2%	82
2024 Q3	$1.18M	Buy	25,836 +864	+3%	+$37.3K	0.2%	84
2024 Q2	$1M	Buy	+24,972	New	+$1.02M	0.18%	90

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

Legacy Financial Advisors's RWJ Position: Q2 2026 in Review

Legacy Financial Advisors increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 3.3% in Q2 2026, buying an estimated $65K and bringing the position to 36,937 shares worth $2.2M. The position accounts for 0.27% of the portfolio, ranked #65.

Legacy Financial Advisors first reported a position in RWJ in Q2 2024 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Legacy Financial Advisors held 36,937 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.2M as of Q2 2026.
Legacy Financial Advisors bought 1,170 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $65K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.27% of Legacy Financial Advisors's portfolio in Q2 2026, its #65 holding.
Legacy Financial Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.