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RWJ icon

&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
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 $376B 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 $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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