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Onyx Bridge Wealth Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Onyx Bridge Wealth 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
2025
Q3 		– Sell
-24,150
Closed -$1.05M – 375
2025
Q2 		$1.05M Sell
24,150
-11,355
-32% -$457K 0.14% 114
2025
Q1 		$1.45M Buy
35,505
+12,674
+56% +$566K 0.21% 88
2024
Q4 		$1.04M Sell
22,831
-547
-2% -$25.5K 0.15% 97
2024
Q3 		$1.07M Sell
23,378
-56,001
-71% -$2.42M 0.16% 97
2024
Q2 		$3.18M Buy
79,379
+1,456
+2% +$59.5K 0.52% 41
2024
Q1 		$3.15M Sell
77,923
-183,796
-70% -$7.48M 0.56% 41
2023
Q4 		$10.8M Buy
261,719
+111,373
+74% +$4.11M 2.19% 12
2023
Q3 		$5.48M Buy
150,346
+124,426
+480% +$4.79M 1.28% 20
2023
Q2 		$980K Sell
25,920
-229,371
-90% -$8.38M 0.23% 83
2023
Q1 		$9.54M Buy
+255,291
New +$9.92M 3.81% 8

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Onyx Bridge Wealth Group's RWJ Position: Q3 2025 in Review

Onyx Bridge Wealth Group sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2025, closing a stake of 24,150 shares — an estimated $1.05M sold.

Onyx Bridge Wealth Group first reported a position in RWJ in Q1 2023 and held it in 10 quarters. The position peaked at $10.8M in Q4 2023. 186 funds tracked by Wall St. Rank hold RWJ as of Q3 2025.

  • Onyx Bridge Wealth Group reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 24,150 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2025, an estimated $1.05M.
  • Onyx Bridge Wealth Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2023 and held it in 10 quarters.
  • Onyx Bridge Wealth Group's Invesco S&P SmallCap 600 Revenue ETF position peaked at $10.8M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2025, filed 6 Nov 2025.