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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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WG
Wellington Group Indianapolis, Indiana $325M AUM

Oxford Wealth Group's RWJ Position: Q1 2026 in Review

Oxford Wealth Group increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 71% in Q1 2026, buying an estimated $2.6M and bringing the position to 120,815 shares worth $6.1M. The position accounts for 3.33% of the portfolio, ranked #6.

Oxford Wealth Group first reported a position in RWJ in Q1 2024 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

  • Oxford Wealth Group held 120,815 shares of Invesco S&P SmallCap 600 Revenue ETF worth $6.1M as of Q1 2026.
  • Oxford Wealth Group bought 50,238 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $2.6M.
  • Invesco S&P SmallCap 600 Revenue ETF made up 3.33% of Oxford Wealth Group's portfolio in Q1 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 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.