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

Proactive Wealth Strategies’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	$726K	Sell	12,202 -100	-0.8%	-$5.56K	0.12%	123
2026 Q1	$621K	Buy	12,302 +6,152	+100%	+$318K	0.12%	128
2025 Q4	$300K	Sell	6,150 -153	-2%	-$7.39K	0.12%	122
2025 Q3	$304K	Buy	6,303 +73	+1%	+$3.38K	0.13%	118
2025 Q2	$270K	Sell	6,230 -38	-0.6%	-$1.53K	0.13%	117
2025 Q1	$255K	Buy	6,268 +1	+0%	+$45	0.14%	114
2024 Q4	$287K	Buy	+6,267	New	+$292K	0.15%	107

Other funds holding RWJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

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

Proactive Wealth Strategies's RWJ Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.81% in Q2 2026, selling an estimated $5.56K and leaving 12,202 shares worth $726K. The position accounts for 0.12% of the portfolio, ranked #123.

Proactive Wealth Strategies first reported a position in RWJ in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Proactive Wealth Strategies held 12,202 shares of Invesco S&P SmallCap 600 Revenue ETF worth $726K as of Q2 2026.
Proactive Wealth Strategies sold 100 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $5.56K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.12% of Proactive Wealth Strategies's portfolio in Q2 2026, its #123 holding.
Proactive Wealth Strategies first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.