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 Q3	$962K	Buy	17,103 +9	+0.1%	+$542	0.04%	122
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

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Obermeyer Wealth Partners's RWJ Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.05% in Q3 2026, buying an estimated $542 and bringing the position to 17,103 shares worth $962K. The position accounts for 0.04% of the portfolio, ranked #122.

Obermeyer Wealth Partners first reported a position in RWJ in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2026. 55 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Obermeyer Wealth Partners held 17,103 shares of Invesco S&P SmallCap 600 Revenue ETF worth $962K as of Q3 2026.
Obermeyer Wealth Partners bought 9 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $542.
Invesco S&P SmallCap 600 Revenue ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #122 holding.
Obermeyer Wealth Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 10 quarters since.
Obermeyer Wealth Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.02M in Q2 2026.
55 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.