Signature Estate & Investment Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Signature Estate & Investment 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	$283K	Buy	4,760 +12	+0.3%	+$667	0.01%	558
2026 Q1	$240K	Buy	4,748 +16	+0.3%	+$827	﹤0.01%	585
2025 Q4	$231K	Buy	4,732 +14	+0.3%	+$676	﹤0.01%	560
2025 Q3	$228K	Buy	4,718 +14	+0.3%	+$649	﹤0.01%	552
2025 Q2	$204K	Buy	+4,704	New	+$189K	﹤0.01%	556
2025 Q1	–	Sell	-4,894	Closed	-$224K	–	575
2024 Q4	$224K	Sell	4,894 -10	-0.2%	-$466	0.01%	484
2024 Q3	$224K	Buy	+4,904	New	+$212K	0.01%	476

Other funds holding RWJ

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

FFW

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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Signature Estate & Investment Advisors's RWJ Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.25% in Q2 2026, buying an estimated $667 and bringing the position to 4,760 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #558.

Signature Estate & Investment Advisors first reported a position in RWJ in Q3 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Signature Estate & Investment Advisors held 4,760 shares of Invesco S&P SmallCap 600 Revenue ETF worth $283K as of Q2 2026.
Signature Estate & Investment Advisors bought 12 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $667.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #558 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.