TrueNorth Wealth & Impact, LLC’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$7.94M	Buy	+141,228	New	+$8.5M	3.02%	10

Other funds holding RWJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's RWJ Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2026: 141,228 shares worth $7.94M. The stake represents 3.02% of the portfolio and ranks #10 among its holdings.

179 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 141,228 shares of Invesco S&P SmallCap 600 Revenue ETF worth $7.94M as of Q3 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Invesco S&P SmallCap 600 Revenue ETF made up 3.02% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #10 holding.
179 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.