Opinicus Capital’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Opinicus Capital’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	$2.08M	Sell	37,027 -48	-0.1%	-$2.89K	1.12%	27
2026 Q2	$2.21M	Sell	37,075 -527	-1%	-$29.3K	1.18%	26
2026 Q1	$1.9M	Buy	37,602 +574	+2%	+$29.7K	1.34%	24
2025 Q4	$1.8M	Buy	37,028 +31	+0.1%	+$1.5K	1.26%	23
2025 Q3	$1.79M	Sell	36,997 -1,165	-3%	-$54K	1.24%	22
2025 Q2	$1.65M	Buy	38,162 +1,485	+4%	+$59.8K	1.26%	25
2025 Q1	$1.49M	Buy	36,677 +433	+1%	+$19.4K	1.32%	24
2024 Q4	$1.66M	Sell	36,244 -1,742	-5%	-$81.2K	1.39%	18
2024 Q3	$1.74M	Buy	37,986 +268	+0.7%	+$11.6K	1.39%	18
2024 Q2	$1.51M	Buy	37,718 +1,416	+4%	+$57.9K	1.27%	21
2024 Q1	$1.55M	Buy	36,302 +4,533	+14%	+$185K	1.38%	18
2023 Q4	$1.32M	Buy	+31,769	New	+$1.17M	1.34%	16

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

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 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

Carolina Wealth Management Greenville, North Carolina $233M AUM

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

Opinicus Capital's RWJ Position: Q3 2026 in Review

Opinicus Capital reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.13% in Q3 2026, selling an estimated $2.89K and leaving 37,027 shares worth $2.08M. The position accounts for 1.12% of the portfolio, ranked #27.

Opinicus Capital first reported a position in RWJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.21M in Q2 2026. 62 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Opinicus Capital held 37,027 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.08M as of Q3 2026.
Opinicus Capital sold 48 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $2.89K.
Invesco S&P SmallCap 600 Revenue ETF made up 1.12% of Opinicus Capital's portfolio in Q3 2026, its #27 holding.
Opinicus Capital first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2023 and has held it in 12 quarters since.
Opinicus Capital's Invesco S&P SmallCap 600 Revenue ETF position peaked at $2.21M in Q2 2026.
62 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.