Sowell Financial Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Sowell Financial Services’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	$871K	Buy	14,635 +999	+7%	+$55.5K	0.03%	496
2026 Q1	$688K	Sell	13,636 -412	-3%	-$21.3K	0.03%	532
2025 Q4	$684K	Buy	14,048 +1	+0%	+$48	0.03%	550
2025 Q3	$678K	Sell	14,047 -3,946	-22%	-$183K	0.03%	544
2025 Q2	$779K	Buy	17,993 +71	+0.4%	+$2.86K	0.03%	486
2025 Q1	$729K	Buy	17,922 +3,876	+28%	+$173K	0.03%	485
2024 Q4	$643K	Buy	+14,046	New	+$655K	0.03%	383
2021 Q2	–	Sell	-378	Closed	-$15K	–	2279
2021 Q1	$15K	Buy	+378	New	+$12.9K	﹤0.01%	2164

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

Sowell Financial Services's RWJ Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 7.3% in Q2 2026, buying an estimated $55.5K and bringing the position to 14,635 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #496.

Sowell Financial Services first reported a position in RWJ in Q1 2021 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Sowell Financial Services held 14,635 shares of Invesco S&P SmallCap 600 Revenue ETF worth $871K as of Q2 2026.
Sowell Financial Services bought 999 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $55.5K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #496 holding.
Sowell Financial Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2021 and has held it in 8 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.