Main Street Group
RWJ icon

Main Street Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Main Street 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
Q3 		$2.64M Buy
46,915
+5,631
+14% +$339K 0.59% 19
2026
Q2 		$2.46M Buy
41,284
+2,397
+6% +$133K 0.57% 20
2026
Q1 		$1.96M Sell
38,887
-646
-2% -$33.4K 0.58% 23
2025
Q4 		$1.93M Sell
39,533
-8,976
-19% -$434K 0.66% 19
2025
Q3 		$2.34M Buy
48,509
+2,006
+4% +$92.9K 0.69% 17
2025
Q2 		$2.01M Buy
46,503
+10,868
+30% +$438K 0.65% 17
2025
Q1 		$1.45M Buy
35,635
+2,856
+9% +$128K 0.56% 23
2024
Q4 		$1.5M Buy
32,779
+32,458
+10,112% +$1.51M 0.56% 21
2024
Q3 		$14.7K Sell
321
-1,080
-77% -$46.7K 0.01% 442
2024
Q2 		$55.5K Sell
1,401
-2,736
-66% -$112K 0.02% 234
2024
Q1 		$176K Buy
4,137
+2,136
+107% +$86.9K 0.08% 128
2023
Q4 		$82.9K Buy
+2,001
New +$73.9K 0.03% 287

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Main Street Group's RWJ Position: Q3 2026 in Review

Main Street Group increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 14% in Q3 2026, buying an estimated $339K and bringing the position to 46,915 shares worth $2.64M. The position accounts for 0.59% of the portfolio, ranked #19.

Main Street Group first reported a position in RWJ in Q4 2023 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

  • Main Street Group held 46,915 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.64M as of Q3 2026.
  • Main Street Group bought 5,631 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $339K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.59% of Main Street Group's portfolio in Q3 2026, its #19 holding.
  • Main Street Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2023 and has held it in 12 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.