UBS AM
RWJ icon

UBS AM’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

UBS AM’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 		$32.8K Sell
552
-396
-42% -$22K ﹤0.01% 3026
2026
Q1 		$47.9K Buy
+948
New +$49K ﹤0.01% 2958

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

UBS AM's RWJ Position: Q2 2026 in Review

UBS AM reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 42% in Q2 2026, selling an estimated $22K and leaving 552 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

UBS AM first reported a position in RWJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $47.9K in Q1 2026. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • UBS AM held 552 shares of Invesco S&P SmallCap 600 Revenue ETF worth $32.8K as of Q2 2026.
  • UBS AM sold 396 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $22K.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3026 holding.
  • UBS AM first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS AM's Invesco S&P SmallCap 600 Revenue ETF position peaked at $47.9K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.