Sanctuary Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Sanctuary Advisors’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	$2.61M	Sell	43,919 -75	-0.2%	-$4.17K	0.01%	897
2026 Q1	$2.22M	Buy	43,994 +1,058	+2%	+$54.7K	0.01%	909
2025 Q4	$2.09M	Sell	42,936 -349	-0.8%	-$16.9K	0.01%	909
2025 Q3	$2.09M	Sell	43,285 -43,990	-50%	-$2.04M	0.01%	870
2025 Q2	$3.78M	Sell	87,275 -54,659	-39%	-$2.2M	0.02%	594
2025 Q1	$5.78M	Buy	141,934 +2,925	+2%	+$131K	0.04%	434
2024 Q4	$6.63M	Buy	139,009 +159	+0.1%	+$7.41K	0.04%	420
2024 Q3	$6.71M	Buy	138,850 +21,549	+18%	+$931K	0.04%	413
2024 Q2	$4.74M	Buy	+117,301	New	+$4.79M	0.03%	478

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

Sanctuary Advisors's RWJ Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.17% in Q2 2026, selling an estimated $4.17K and leaving 43,919 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #897.

Sanctuary Advisors first reported a position in RWJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.71M in Q3 2024. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Sanctuary Advisors held 43,919 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.61M as of Q2 2026.
Sanctuary Advisors sold 75 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $4.17K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #897 holding.
Sanctuary Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $6.71M in Q3 2024.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.