Obermeyer Wealth Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Obermeyer Wealth Partners’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	$1.02M	Sell	17,094 -190	-1%	-$10.6K	0.04%	117
2026 Q1	$872K	Buy	17,284 +9	+0.1%	+$465	0.04%	120
2025 Q4	$842K	Sell	17,275 -1,586	-8%	-$76.6K	0.04%	129
2025 Q3	$911K	Sell	18,861 -60	-0.3%	-$2.78K	0.04%	117
2025 Q2	$819K	Buy	18,921 +12	+0.1%	+$483	0.04%	119
2025 Q1	$770K	Sell	18,909 -2,122	-10%	-$94.8K	0.04%	115
2024 Q4	$962K	Buy	21,031 +3,346	+19%	+$156K	0.05%	103
2024 Q3	$808K	Buy	17,685 +14	+0.1%	+$605	0.04%	116
2024 Q2	$708K	Buy	+17,671	New	+$722K	0.04%	119

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

Obermeyer Wealth Partners's RWJ Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.1% in Q2 2026, selling an estimated $10.6K and leaving 17,094 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #117.

Obermeyer Wealth Partners first reported a position in RWJ in Q2 2024 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Obermeyer Wealth Partners held 17,094 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.02M as of Q2 2026.
Obermeyer Wealth Partners sold 190 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $10.6K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #117 holding.
Obermeyer Wealth Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.