SK Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

SK Wealth Management’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	$903K	Sell	14,690 -1,481	-9%	-$82.3K	0.2%	42
2026 Q1	$826K	Sell	16,171 -1,446	-8%	-$74.7K	0.23%	42
2025 Q4	$918K	Sell	17,617 -77,664	-82%	-$3.75M	0.26%	40
2025 Q3	$4.56M	Sell	95,281 -26,475	-22%	-$1.23M	1.7%	15
2025 Q2	$5.51M	Sell	121,756 -35,154	-22%	-$1.42M	2.39%	9
2025 Q1	$5.72M	Sell	156,910 -28,994	-16%	-$1.3M	3.07%	9
2024 Q4	$8.51M	Sell	185,904 -49	-0%	-$2.29K	4.33%	8
2024 Q3	$8.52M	Buy	+185,953	New	+$8.04M	4.36%	8

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

SK Wealth Management's RWJ Position: Q2 2026 in Review

SK Wealth Management reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 9.2% in Q2 2026, selling an estimated $82.3K and leaving 14,690 shares worth $903K. The position accounts for 0.2% of the portfolio, ranked #42.

SK Wealth Management first reported a position in RWJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.52M in Q3 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

SK Wealth Management held 14,690 shares of Invesco S&P SmallCap 600 Revenue ETF worth $903K as of Q2 2026.
SK Wealth Management sold 1,481 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $82.3K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.2% of SK Wealth Management's portfolio in Q2 2026, its #42 holding.
SK Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $8.52M in Q3 2024.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.