Proactive Wealth Strategies
RWJ icon

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
Q3 		$736K Buy
13,096
+894
+7% +$53.8K 0.11% 123
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Proactive Wealth Strategies's RWJ Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 7.3% in Q3 2026, buying an estimated $53.8K and bringing the position to 13,096 shares worth $736K. The position accounts for 0.11% of the portfolio, ranked #123.

Proactive Wealth Strategies first reported a position in RWJ in Q4 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

  • Proactive Wealth Strategies held 13,096 shares of Invesco S&P SmallCap 600 Revenue ETF worth $736K as of Q3 2026.
  • Proactive Wealth Strategies bought 894 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $53.8K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.11% of Proactive Wealth Strategies's portfolio in Q3 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 8 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.