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 Q2	$2.98M	Sell	50,145 -821	-2%	-$45.6K	0.18%	119
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 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

MONECO Advisors's RWJ Position: Q2 2026 in Review

MONECO Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.6% in Q2 2026, selling an estimated $45.6K and leaving 50,145 shares worth $2.98M. The position accounts for 0.18% of the portfolio, ranked #119.

MONECO Advisors first reported a position in RWJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.69M in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

MONECO Advisors held 50,145 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.98M as of Q2 2026.
MONECO Advisors sold 821 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $45.6K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.18% of MONECO Advisors's portfolio in Q2 2026, its #119 holding.
MONECO Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2023 and has held it in 12 quarters since.
MONECO Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $3.69M in Q4 2024.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.