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

Oxford 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
2026 Q2	$7.49M	Buy	125,860 +5,045	+4%	+$280K	3.35%	6
2026 Q1	$6.1M	Buy	120,815 +50,238	+71%	+$2.6M	3.33%	6
2025 Q4	$3.44M	Buy	+70,577	New	+$3.41M	1.67%	25
2024 Q4	$4.91M	Buy	107,208 +74,664	+229%	+$3.48M	3.17%	6
2024 Q3	$1.49M	Sell	32,544 -5,372	-14%	-$232K	1.21%	21
2024 Q2	$1.52M	Buy	37,916 +12,480	+49%	+$510K	1.04%	30
2024 Q1	$1.09M	Buy	+25,436	New	+$1.04M	0.99%	27

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

Oxford Wealth Group's RWJ Position: Q2 2026 in Review

Oxford Wealth Group increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 4.2% in Q2 2026, buying an estimated $280K and bringing the position to 125,860 shares worth $7.49M. The position accounts for 3.35% of the portfolio, ranked #6.

Oxford Wealth Group first reported a position in RWJ in Q1 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Oxford Wealth Group held 125,860 shares of Invesco S&P SmallCap 600 Revenue ETF worth $7.49M as of Q2 2026.
Oxford Wealth Group bought 5,045 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $280K.
Invesco S&P SmallCap 600 Revenue ETF made up 3.35% of Oxford Wealth Group's portfolio in Q2 2026, its #6 holding.
Oxford Wealth Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.