NWM
RWJ icon

Nova Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Nova Wealth Management’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 		$337K Sell
5,662
-167
-3% -$9.28K 0.19% 112
2026
Q1 		$294K Buy
5,829
+1,361
+30% +$70.4K 0.19% 109
2025
Q4 		$218K Buy
4,468
+652
+17% +$31.5K 0.15% 122
2025
Q3 		$184K Buy
3,816
+1,716
+82% +$79.5K 0.13% 137
2025
Q2 		$90.9K Buy
2,100
+1,739
+482% +$70.1K 0.07% 169
2025
Q1 		$14.7K Buy
+361
New +$16.1K 0.01% 308

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 $59.6B AUM 29.42% 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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM