PCIA
RWJ icon

Prime Capital Investment Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Prime Capital Investment 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
Q1 		$1.78M Buy
35,193
+715
+2% +$37K 0.02% 377
2025
Q4 		$1.68M Buy
34,478
+399
+1% +$19.3K 0.02% 379
2025
Q3 		$1.65M Buy
34,079
+192
+0.6% +$8.9K 0.02% 371
2025
Q2 		$1.47M Buy
33,887
+379
+1% +$15.3K 0.02% 390
2025
Q1 		$1.36M Buy
33,508
+4,480
+15% +$200K 0.02% 442
2024
Q4 		$1.33M Buy
29,028
+1,437
+5% +$67K 0.02% 374
2024
Q3 		$1.26M Sell
27,591
-132
-0.5% -$5.7K 0.02% 391
2024
Q2 		$1.11M Sell
27,723
-1,107
-4% -$45.2K 0.02% 413
2024
Q1 		$1.23M Buy
28,830
+211
+0.7% +$8.59K 0.02% 430
2023
Q4 		$1.19M Buy
28,619
+4
+0% +$148 0.02% 402
2023
Q3 		$1.04M Buy
28,615
+532
+2% +$20.5K 0.02% 337
2023
Q2 		$1.06M Buy
+28,083
New +$1.03M 0.02% 346

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B 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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Prime Capital Investment Advisors's RWJ Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 2.1% in Q1 2026, buying an estimated $37K and bringing the position to 35,193 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #377.

Prime Capital Investment Advisors first reported a position in RWJ in Q2 2023 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

  • Prime Capital Investment Advisors held 35,193 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.78M as of Q1 2026.
  • Prime Capital Investment Advisors bought 715 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $37K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #377 holding.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2023 and has held it in 12 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.