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

Physician 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	–	Sell	-6	Closed	-$312	–	2437
2026 Q1	$312	Hold	6	–	–	﹤0.01%	2005
2025 Q4	$300	Hold	6	–	–	﹤0.01%	1982
2025 Q3	$296	Hold	6	–	–	﹤0.01%	1865
2025 Q2	$265	Hold	6	–	–	﹤0.01%	1766
2025 Q1	$248	Hold	6	–	–	﹤0.01%	1392
2024 Q4	$278	Buy	+6	New	+$280	﹤0.01%	1113

Other funds holding RWJ

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026, closing a stake of 6 shares — an estimated $312 sold.

Physician Wealth Advisors first reported a position in RWJ in Q4 2024 and held it in 6 quarters. The position peaked at $312 in Q1 2026. 83 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Physician Wealth Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 6 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $312.
Physician Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and held it in 6 quarters.
Physician Wealth Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $312 in Q1 2026.
83 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.