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 Q1	$12.1K	Buy	+240	New	+$12.4K	﹤0.01%	474

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $325M AUM

Synergy Investment Management's RWJ Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2026: 240 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Synergy Investment Management held 240 shares of Invesco S&P SmallCap 600 Revenue ETF worth $12.1K as of Q1 2026.
Invesco S&P SmallCap 600 Revenue ETF was a new Synergy Investment Management position in Q1 2026.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #474 holding.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.