Lindbrook Capital’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Lindbrook Capital’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 Q1	$122K	Hold	3,000	–	–	0.01%	591
2024 Q4	$137K	Hold	3,000	–	–	0.01%	468
2024 Q3	$137K	Hold	3,000	–	–	0.01%	475
2024 Q2	$120K	Hold	3,000	–	–	0.01%	480
2024 Q1	$128K	Hold	3,000	–	–	0.01%	470
2023 Q4	$124K	Hold	3,000	–	–	0.01%	458
2023 Q3	$109K	Hold	3,000	–	–	0.01%	440
2023 Q2	$113K	Hold	3,000	–	–	0.01%	459
2023 Q1	$112K	Hold	3,000	–	–	0.01%	454
2022 Q4	$109K	Hold	3,000	–	–	0.01%	459
2022 Q3	$96K	Hold	3,000	–	–	0.02%	445
2022 Q2	$102K	Hold	3,000	–	–	0.02%	439
2022 Q1	$120K	Hold	3,000	–	–	0.02%	409
2021 Q4	$123K	Buy	+3,000	New	+$123K	0.02%	438

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's RWJ Position: Q1 2025 in Review

Lindbrook Capital held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q1 2025 at 3,000 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #591.

Lindbrook Capital first reported a position in RWJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $137K in Q4 2024. 195 funds tracked by Wall St. Rank hold RWJ as of Q1 2025.

Lindbrook Capital held 3,000 shares of Invesco S&P SmallCap 600 Revenue ETF worth $122K as of Q1 2025.
Lindbrook Capital left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q1 2025.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #591 holding.
Lindbrook Capital first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Invesco S&P SmallCap 600 Revenue ETF position peaked at $137K in Q4 2024.
195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.