Perspective Wealth Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Perspective Wealth Advisors’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	$2.34M	Sell	39,349 -1,185	-3%	-$65.9K	1.29%	22
2026 Q1	$2.05M	Buy	40,534 +2,523	+7%	+$130K	1.33%	26
2025 Q4	$1.85M	Buy	+38,011	New	+$1.84M	1.32%	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

Perspective Wealth Advisors's RWJ Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 2.9% in Q2 2026, selling an estimated $65.9K and leaving 39,349 shares worth $2.34M. The position accounts for 1.29% of the portfolio, ranked #22.

Perspective Wealth Advisors first reported a position in RWJ in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Perspective Wealth Advisors held 39,349 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.34M as of Q2 2026.
Perspective Wealth Advisors sold 1,185 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $65.9K.
Invesco S&P SmallCap 600 Revenue ETF made up 1.29% of Perspective Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Perspective Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.