Sunbelt Securities’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Sunbelt Securities’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 Q1	$1.21K	Hold	24	–	–	﹤0.01%	2043
2025 Q4	$1.17K	Hold	24	–	–	﹤0.01%	2018
2025 Q3	$1.16K	Buy	+24	New	+$1.11K	﹤0.01%	2012
2025 Q2	–	Sell	-24	Closed	-$977	–	1879
2025 Q1	$977	Buy	+24	New	+$1.07K	﹤0.01%	1650

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Sunbelt Securities's RWJ Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q1 2026 at 24 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Sunbelt Securities first reported a position in RWJ in Q1 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Sunbelt Securities held 24 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.21K as of Q1 2026.
Sunbelt Securities left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2043 holding.
Sunbelt Securities first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2025 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.