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

&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
Q2 		$8.05M Buy
135,350
+2,463
+2% +$137K 0.03% 444
2026
Q1 		$6.71M Buy
132,887
+7,252
+6% +$375K 0.03% 446
2025
Q4 		$6.12M Sell
125,635
-2,203
-2% -$106K 0.03% 435
2025
Q3 		$6.19M Buy
127,838
+6,087
+5% +$282K 0.04% 367
2025
Q2 		$5.27M Sell
121,751
-6,103
-5% -$246K 0.04% 357
2025
Q1 		$4.96M Buy
127,854
+12,015
+10% +$537K 0.05% 295
2024
Q4 		$5.32M Buy
115,839
+67,096
+138% +$3.13M 0.06% 269
2024
Q3 		$2.23M Buy
+48,743
New +$2.11M 0.04% 346

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

&Partners's RWJ Position: Q2 2026 in Review

&Partners increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.9% in Q2 2026, buying an estimated $137K and bringing the position to 135,350 shares worth $8.05M. The position accounts for 0.03% of the portfolio, ranked #444.

&Partners first reported a position in RWJ in Q3 2024 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • &Partners held 135,350 shares of Invesco S&P SmallCap 600 Revenue ETF worth $8.05M as of Q2 2026.
  • &Partners bought 2,463 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $137K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #444 holding.
  • &Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.