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Root Financial Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-331
Closed -$16K – 2514
2025
Q3 		$16K Buy
+331
New +$15.3K ﹤0.01% 1225

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Root Financial Partners's RWJ Position: Q4 2025 in Review

Root Financial Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2025, closing a stake of 331 shares — an estimated $16K sold.

Root Financial Partners first reported a position in RWJ in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 192 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

  • Root Financial Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 331 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $16K.
  • Root Financial Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $16K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.