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Synergy Investment Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Synergy Investment 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
2026
Q2 		$14.3K Hold
240
– – ﹤0.01% 576
2026
Q1 		$12.1K Buy
+240
New +$12.4K ﹤0.01% 474

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

Synergy Investment Management's RWJ Position: Q2 2026 in Review

Synergy Investment Management held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q2 2026 at 240 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Synergy Investment Management first reported a position in RWJ in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Synergy Investment Management held 240 shares of Invesco S&P SmallCap 600 Revenue ETF worth $14.3K as of Q2 2026.
  • Synergy Investment Management left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #576 holding.
  • Synergy Investment Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.