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

Merit 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 		$556K Hold
9,344
– – ﹤0.01% 1442
2026
Q1 		$472K Buy
+9,344
New +$483K ﹤0.01% 1406

Other funds holding RWJ

IFG
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 $59.8B AUM 29.42% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Merit Financial Group held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q2 2026 at 9,344 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Merit Financial Group first reported a position in RWJ in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Merit Financial Group held 9,344 shares of Invesco S&P SmallCap 600 Revenue ETF worth $556K as of Q2 2026.
  • Merit Financial Group left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1442 holding.
  • Merit Financial Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.