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Strive Financial Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Strive Financial Group’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 		$2.04M Sell
34,209
-4,253
-11% -$236K 0.88% 24
2026
Q1 		$1.94M Buy
38,462
+1,143
+3% +$59.1K 1.03% 25
2025
Q4 		$1.82M Buy
+37,319
New +$1.8M 0.96% 35

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Strive Financial Group's RWJ Position: Q2 2026 in Review

Strive Financial Group reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 11% in Q2 2026, selling an estimated $236K and leaving 34,209 shares worth $2.04M. The position accounts for 0.88% of the portfolio, ranked #24.

Strive Financial Group first reported a position in RWJ in Q4 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Strive Financial Group held 34,209 shares of Invesco S&P SmallCap 600 Revenue ETF worth $2.04M as of Q2 2026.
  • Strive Financial Group sold 4,253 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $236K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.88% of Strive Financial Group's portfolio in Q2 2026, its #24 holding.
  • Strive Financial Group first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.