Nations Financial Group
RWJ icon

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

Nations 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
Q3 		$521K Sell
9,266
-1,237
-12% -$74.4K 0.03% 536
2026
Q2 		$625K Sell
10,503
-110
-1% -$6.12K 0.03% 495
2026
Q1 		$536K Sell
10,613
-2
-0% -$103 0.03% 521
2025
Q4 		$517K Sell
10,615
-2,142
-17% -$103K 0.03% 517
2025
Q3 		$616K Sell
12,757
-917
-7% -$42.5K 0.04% 442
2025
Q2 		$592K Sell
13,674
-26
-0.2% -$1.05K 0.04% 411
2025
Q1 		$558K Sell
13,700
-1,065
-7% -$47.6K 0.04% 400
2024
Q4 		$676K Sell
14,765
-431
-3% -$20.1K 0.05% 367
2024
Q3 		$695K Sell
15,196
-10
-0.1% -$432 0.05% 359
2024
Q2 		$609K Sell
15,206
-37
-0.2% -$1.51K 0.05% 363
2024
Q1 		$653K Sell
15,243
-8,474
-36% -$345K 0.05% 350
2023
Q4 		$983K Buy
23,717
+139
+0.6% +$5.14K 0.09% 249
2023
Q3 		$859K Sell
23,578
-53
-0.2% -$2.04K 0.09% 256
2023
Q2 		$893K Buy
23,631
+1,803
+8% +$65.9K 0.09% 260
2023
Q1 		$816K Sell
21,828
-6,075
-22% -$236K 0.09% 260
2022
Q4 		$1.01M Sell
27,903
-30
-0.1% -$1.09K 0.11% 222
2022
Q3 		$896K Sell
27,933
-114
-0.4% -$4.13K 0.13% 191
2022
Q2 		$952K Hold
28,047
– – 0.13% 199
2022
Q1 		$1.12M Sell
28,047
-360
-1% -$14.4K 0.13% 181
2021
Q4 		$1.17M Sell
28,407
-1,062
-4% -$43.4K 0.15% 157
2021
Q3 		$1.15M Hold
29,469
– – 0.17% 148
2021
Q2 		$1.18M Hold
29,469
– – 0.2% 135
2021
Q1 		$1.12M Sell
29,469
-165
-0.6% -$5.63K 0.25% 111
2020
Q4 		$801K Buy
29,634
+660
+2% +$15.9K 0.21% 134
2020
Q3 		$575K Sell
28,974
-3,498
-11% -$70.1K 0.18% 155
2020
Q2 		$593K Sell
32,472
-15,213
-32% -$253K 0.21% 136
2020
Q1 		$667K Sell
47,685
-237
-0.5% -$4.56K 0.28% 105
2019
Q4 		$1.09M Buy
47,922
+357
+0.8% +$7.8K 0.38% 76
2019
Q3 		$1.02M Buy
+47,565
New +$975K 0.37% 75

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Fusion Family Wealth
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Nations Financial Group's RWJ Position: Q3 2026 in Review

Nations Financial Group reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 12% in Q3 2026, selling an estimated $74.4K and leaving 9,266 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #536.

Nations Financial Group first reported a position in RWJ in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.18M in Q2 2021. 135 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

  • Nations Financial Group held 9,266 shares of Invesco S&P SmallCap 600 Revenue ETF worth $521K as of Q3 2026.
  • Nations Financial Group sold 1,237 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $74.4K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.03% of Nations Financial Group's portfolio in Q3 2026, its #536 holding.
  • Nations Financial Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2019 and has held it in 29 quarters since.
  • Nations Financial Group's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.18M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.