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Summit Financial Strategies’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Summit Financial Strategies’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 		– Sell
-4,033
Closed -$204K – 184
2026
Q1 		$204K Buy
+4,033
New +$208K 0.02% 156

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
WG
Wellington Group Indianapolis, Indiana $378M AUM

Summit Financial Strategies's RWJ Position: Q2 2026 in Review

Summit Financial Strategies sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026, closing a stake of 4,033 shares — an estimated $204K sold.

Summit Financial Strategies first reported a position in RWJ in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Summit Financial Strategies reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 4,033 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $204K.
  • Summit Financial Strategies first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2026 and held it in 1 quarter.
  • Summit Financial Strategies's Invesco S&P SmallCap 600 Revenue ETF position peaked at $204K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.