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

Spire 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
2025
Q2 		– Sell
-20
Closed -$826 – 2531
2025
Q1 		$826 Hold
20
– – ﹤0.01% 2412
2024
Q4 		$929 Hold
20
– – ﹤0.01% 2381
2024
Q3 		$928 Hold
20
– – ﹤0.01% 2101
2024
Q2 		$810 Hold
20
– – ﹤0.01% 2144
2024
Q1 		$863 Sell
20
-33
-62% -$1.34K ﹤0.01% 2227
2023
Q4 		$2.06K Buy
53
+1
+2% +$37 ﹤0.01% 2136
2023
Q3 		$1.91K Sell
52
-113
-68% -$4.35K ﹤0.01% 2148
2023
Q2 		$6.28K Sell
165
-123
-43% -$4.49K ﹤0.01% 1948
2023
Q1 		$10.8K Buy
288
+255
+773% +$9.91K ﹤0.01% 1820
2022
Q4 		$1K Hold
33
– – ﹤0.01% 2238
2022
Q3 		$1K Sell
33
-1,491
-98% -$54K ﹤0.01% 2129
2022
Q2 		$52K Sell
1,524
-639
-30% -$24K ﹤0.01% 1277
2022
Q1 		$87K Sell
2,163
-342
-14% -$13.6K ﹤0.01% 1215
2021
Q4 		$103K Sell
2,505
-345
-12% -$14.1K ﹤0.01% 1394
2021
Q3 		$111K Sell
2,850
-58,425
-95% -$2.26M ﹤0.01% 1160
2021
Q2 		$2.46M Buy
+61,275
New +$2.42M 0.07% 255

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spire Wealth Management's RWJ Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2025, closing a stake of 20 shares — an estimated $826 sold.

Spire Wealth Management first reported a position in RWJ in Q2 2021 and held it in 16 quarters. The position peaked at $2.46M in Q2 2021. 182 funds tracked by Wall St. Rank hold RWJ as of Q2 2025.

  • Spire Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 20 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2025, an estimated $826.
  • Spire Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2021 and held it in 16 quarters.
  • Spire Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $2.46M in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.