Retirement Planning Group (New York)’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Retirement Planning Group (New York)’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	$686K	Sell	11,530 -295	-2%	-$16.4K	0.37%	49
2026 Q1	$597K	Sell	11,825 -117	-1%	-$6.05K	0.38%	47
2025 Q4	$582K	Sell	11,942 -28	-0.2%	-$1.35K	0.4%	46
2025 Q3	$578K	Buy	11,970 +332	+3%	+$15.4K	0.43%	43
2025 Q2	$504K	Buy	11,638 +324	+3%	+$13.1K	0.44%	44
2025 Q1	$460K	Buy	11,314 +156	+1%	+$6.97K	0.47%	43
2024 Q4	$511K	Buy	+11,158	New	+$520K	0.56%	35

Other funds holding RWJ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFW

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

Retirement Planning Group (New York)'s RWJ Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 2.5% in Q2 2026, selling an estimated $16.4K and leaving 11,530 shares worth $686K. The position accounts for 0.37% of the portfolio, ranked #49.

Retirement Planning Group (New York) first reported a position in RWJ in Q4 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Retirement Planning Group (New York) held 11,530 shares of Invesco S&P SmallCap 600 Revenue ETF worth $686K as of Q2 2026.
Retirement Planning Group (New York) sold 295 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $16.4K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.37% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #49 holding.
Retirement Planning Group (New York) first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.