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RWJ icon

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

MONECO 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
Q1 		$2.57M Sell
50,966
-5,241
-9% -$271K 0.2% 115
2025
Q4 		$2.74M Sell
56,207
-12,228
-18% -$591K 0.22% 99
2025
Q3 		$3.31M Sell
68,435
-7,811
-10% -$362K 0.28% 77
2025
Q2 		$3.3M Sell
76,246
-3,357
-4% -$135K 0.31% 67
2025
Q1 		$3.24M Sell
79,603
-1,109
-1% -$49.6K 0.34% 67
2024
Q4 		$3.69M Buy
80,712
+5,316
+7% +$248K 0.39% 59
2024
Q3 		$3.45M Buy
75,396
+2,219
+3% +$95.9K 0.43% 60
2024
Q2 		$2.93M Buy
73,177
+21,678
+42% +$886K 0.43% 62
2024
Q1 		$2.2M Buy
51,499
+25,172
+96% +$1.02M 0.35% 83
2023
Q4 		$1.09M Buy
26,327
+6,391
+32% +$236K 0.21% 125
2023
Q3 		$726K Buy
+19,936
New +$767K 0.2% 127

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM