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

Potentia Wealth’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	$2.9M	Buy	57,364 +864	+2%	+$44.7K	1.12%	17
2025 Q4	$2.75M	Sell	56,500 -24,353	-30%	-$1.18M	1.01%	18
2025 Q3	$3.91M	Buy	+80,853	New	+$3.75M	1.49%	18
2025 Q2	–	Sell	-112,111	Closed	-$4.56M	–	89
2025 Q1	$4.56M	Buy	112,111 +5,991	+6%	+$268K	2.14%	14
2024 Q4	$4.86M	Buy	+106,120	New	+$4.95M	2.16%	11

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $325M AUM

Potentia Wealth's RWJ Position: Q1 2026 in Review

Potentia Wealth increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.5% in Q1 2026, buying an estimated $44.7K and bringing the position to 57,364 shares worth $2.9M. The position accounts for 1.12% of the portfolio, ranked #17.

Potentia Wealth first reported a position in RWJ in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.86M in Q4 2024. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Potentia Wealth held 57,364 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.9M as of Q1 2026.
Potentia Wealth bought 864 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $44.7K.
Invesco S&P SmallCap 600 Revenue ETF made up 1.12% of Potentia Wealth's portfolio in Q1 2026, its #17 holding.
Potentia Wealth first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 5 quarters since.
Potentia Wealth's Invesco S&P SmallCap 600 Revenue ETF position peaked at $4.86M in Q4 2024.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

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